Configure

Cashflow

• Configuring Cashflow: A guide

Will Wizard

• What is the Will Wizard?
• How do I enable the Will Wizard?

Services

• How do I set my Services?

Mobile App

• How do I customise the Mobile App tools?

Communications

• How do I set Report Covers?
• How do I configure automatic reports for my clients?
• How do I adjust the configuring of automatic reports for an individual client?