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Find your way around the practice

Find your way around the practice 0:48

Seven menus for the firm's work, and every client on one page.

Transcript

Hi, I'm Zuzu, your Zenoziva guide. Let's take a quick tour of the practice set-up.

Your desktop has seven menus: Clients, Bookkeeping, Bank reconciliation, GST, TDS, Closing and reports, and Practice. Each person sees only the menus for their work.

Clients opens with every client in one table: bank lines still to reconcile, unpaid invoices, the next filing due, and anything overdue.

Click any figure to open the records behind it. Here, the overdue filings.

Every list can be filtered, for example by client company, and sorted. Click a row to open it.

That's the tour. Need a hand? Visit zenoziva.com

Read the steps: Getting started