Tick off tasks automatically
AdminPulse recognises receipts and can automatically tick off tasks based on those receipts. This ensures that you have fewer open tasks and can immediately see which customers you do have work to do! It saves you time and gives you peace of mind because you have a better overview. So do it immediately! Read how to set it up here.
Are you entering the same data in different applications? Oops! A mistake is easily made and hard to detect. AdminPulse can exchange data with other packages. Here are a few examples: Your outgoing invoices automatically appear in Octopus, documents are retrieved from MyMinfin every night, and through Codabox you automatically read in coda files and reconcile paid invoices.
Our partners and ourselves have already made a large number of integrations that you can use. Is the integration you want not listed? Then you can make it yourself! Via the API (your IT expert will certainly understand what this is), this is done in no time.
So don't keep retyping things, but make sure they are automatically shared between the various applications!
Your IT-er can find documentation on the API here.
Keep your mandates up to date via CSAM
On the government portal (CSAM) you can download your list of mandates and upload it in the document management of AdminPulse. Do this regularly, so that your powers of attorney are always correct!
You can read how to do this here.
If you use Outlook in Office 365, put all your customers' e-mail addresses in AdminPulse, and their mails will automatically be saved in the correct customer dossier. It is easy to find an e-mail quickly!
This is how you set it up.
Make sure that all your customers have an invoice planning linked to them, so that you never forget to make an invoice!
Get started right away!