Help centre
Instructions for your work, from the first call to the final account.
Getting started
Cases and daily work
Workflow examples
Care and removals
Families and documents
Payments and accounts
- Record a payment
- Build the statement
- Request an online payment
- Correct a payment
- Set up a payment plan
- Record an insurance assignment
- Group payments into a deposit slip
- Record a cash advance
- Read reports and receivables
- Export or post the accounting journal
- Manage pre-need funding
- Review funding and financial clearance
- Review bank balances and activity
Firm settings
- Manage locations
- Invite staff and manage access
- Who can see what
- Set up the price list
- Upload a form template
- Set up a checkbook
- Create checklist templates
- Set up two-step sign-in
- Import and export records
- Manage the firm's website
- Manage vehicles and staff time
- Connect a first-call feed
- Set up the assistant
- Set up on-call cover
- Record staff licences
- Manage case tags
- Connect a shared receptionist