Blog
Setup
3 posts tagged Setup.
What your institute type actually changes
Eight institute types, and the one you pick changes the words on every screen and the modules your console starts with.
Turn on two-step sign-in before fee week
Your accountant's login opens every fee record you hold. Two-step sign-in adds an authenticator code, plus recovery codes for a lost phone.
A fee-week checklist that ends the queue
Most fee-week chaos is caused in the fortnight before it. A practical order of work for the office, from fee heads to reconciliation.