Filemanager initial setup
Setting up Inbox and client archives, add users, user types, creating archive folder structure.
Filemanager bulk folder create, rename or delete
Create, rename or delete folders in each clients archive folder.
Filemanager built-in pdf tools
Quick preview files, split, combine, delete pages of Client files
Set up client archive to sync with cloud services such as onedrive.
Top useful features that makes MBA unique for filesharing with your clients.
Add clients, Sending files and receiving files from clients, Manage staff
MBA grouping clients
Grouping client's multiple business, grouping personal clients with their family members, advantages of grouping.
MBA scan types
How different scan types works and helps in categorising documents?
How to add client, add employee and manage employee time sheet.
Payrite Initial Setup
Setting up Pay frequencies and employee pay details.
How to setup multiple pay frequencies for clients?
Payrite Employee Import
How to import client's employees, using import template?