Getting started
- How to customize your workspace
- How to use lists
- How to use the look up fields on forms and lists
- How to work with columns: re-size, change column order
- How to group a list
- How to hide or rename fields on forms
Client administration
- How to acquire a fixed asset
- How to send Primacy Online messages through Workplace
- How to add/ waive a fee for a security
- How to create, edit, and delete payment details
- How to automatically collect fees
- How to create a payment distribution
Compliance
Time and billing
- How to use the receive cash form to receive partial and full payments
- How to apply a credit memo
- How to automatically approve scheduled transactions
- How to view employees on the My timesheet calendar
- AUM - Assets under management fee setup
- Invoicing 2: Time entries, charges, recurring fees, stub payments, prepayment
Financial management
Investment management
Settings
- How to allow payments that exceed the account balance
- How to disable the fee calculations tab in a client's properties
- How to disable the fee calculations tab on client accounts
- How to enable or disable asset classifications
- Invoicing 1: Prerequisites (fees, document templates, invoicing by business unit)
- How to add domicilia types