Lesson Library
Bank Accounts
Corporate Administration - How to maintain bank accounts, transactions and signatories.
Compliance Introduction
Compliance - An introduction to the Compliance course.
Data Input
Viewpoint 8 Overview - How to enter data via manual entry and workflows.
Entity Maintenance
Compliance - How to maintain an entity type Compliance File.
Entity Setup
Corporate Administration - How to set up an Entity File from scratch.
Individual Maintenance
Compliance - How to maintain an individual type Compliance File.
Invoicing
Corporate Administration - How to set up a Billing File and understand matters and fees, as well as creating and managing invoices and receipts.
Invoicing Approvals & Posting
Corporate Administration - How to prepare, approve and post draft invoices to final.
Master File Search
Compliance - How to use the basic and advanced Master File search functions.
Master File Search
Corporate Administration - How to use the basic and advanced Master File search functions.
Master File Setup
Compliance - How to set up a Master File from scratch.
Master File Setup
Corporate Administration - How to set up a Master File from scratch.
Accounts
How to capture financial statement account information as it relates to Entity Administrator and monitor accounts from the To Do List.
AEOI – Overview
A lesson on how to create and populate an Entity File in ViewPoint.
Alerts
How to create, review, edit and delete an alert.
Assets
A demonstration of working with the Assets screen.
Audit Trail
Bank Accounts
How to open and close a bank account, appoint and remove bank account signatories and how to use the ‘Copy Signatories’ functionality.
Bank Accounts
A demonstration of working in the Bank Accounts screen.
Beneficiaries
How to manage beneficiaries of Trusts.
Business Registrations
How to record and manage domestic registrations.
CDD
How to maintain client due diligence, risk level and the compliance profile of a Master File.
Changes
A lesson on how to review and use Changes.
Charges
How to record and manager a register of Mortgages and Charges.