Upcoming Webinars

Introduction

Date
20 Oct 2021
Time
12.00 PM
presented by
Jenny Siu
Business Development

An introduction to Nomisma

  • Exploring the agent dashboard, task management and workflows
  • Setting up clients, including our Companies House integration
  • How to automate your payroll
  • Setting up bank feeds and bank reconciliation
  • How bookkeeping automates final accounts and corporation tax returns
  • How our self-assessment workflow system works
  • Using the mobile receipt capture app to improve internal processes

Introduction

Date
03 Nov 2021
Time
12.00 PM
presented by
Jenny Siu
Business Development

An introduction to Nomisma

  • Exploring the agent dashboard, task management and workflows
  • Setting up clients, including our Companies House integration
  • How to automate your payroll
  • Setting up bank feeds and bank reconciliation
  • How bookkeeping automates final accounts and corporation tax returns
  • How our self-assessment workflow system works
  • Using the mobile receipt capture app to improve internal processes

Introduction

Date
17 Nov 2021
Time
12.00 PM
presented by
Jenny Siu
Business Development

An introduction to Nomisma

  • Exploring the agent dashboard, task management and workflows
  • Setting up clients, including our Companies House integration
  • How to automate your payroll
  • Setting up bank feeds and bank reconciliation
  • How bookkeeping automates final accounts and corporation tax returns
  • How our self-assessment workflow system works
  • Using the mobile receipt capture app to improve internal processes

Introduction

Date
01 Dec 2021
Time
12.00 PM
presented by
Jenny Siu
Business Development

An introduction to Nomisma

  • Exploring the agent dashboard, task management and workflows
  • Setting up clients, including our Companies House integration
  • How to automate your payroll
  • Setting up bank feeds and bank reconciliation
  • How bookkeeping automates final accounts and corporation tax returns
  • How our self-assessment workflow system works
  • Using the mobile receipt capture app to improve internal processes

CRM Training

Date
12 Oct 2021
Time
02.00 PM
presented by
Nivetitha Rajamanickam
Business Development

Nomisma CRM Training Webinar

  • Setting up emails and SMS
  • Setting up packages and services
  • Exploring Lead and client management
  • Creating Client portal
  • Onboarding including AML checks and professional clearance
  • Producing Quotes and Contracts
  • Setting up tasks
  • Setting up and using the Company Secretarial module

Introduction

Date
15 Dec 2021
Time
12.00 PM
presented by
Jenny Siu
Business Development

An introduction to Nomisma

  • Exploring the agent dashboard, task management and workflows
  • Setting up clients, including our Companies House integration
  • How to automate your payroll
  • Setting up bank feeds and bank reconciliation
  • How bookkeeping automates final accounts and corporation tax returns
  • How our self-assessment workflow system works
  • Using the mobile receipt capture app to improve internal processes

Introduction

Date
29 Dec 2021
Time
12.00 PM
presented by
Jenny Siu
Business Development

An introduction to Nomisma

  • Exploring the agent dashboard, task management and workflows
  • Setting up clients, including our Companies House integration
  • How to automate your payroll
  • Setting up bank feeds and bank reconciliation
  • How bookkeeping automates final accounts and corporation tax returns
  • How our self-assessment workflow system works
  • Using the mobile receipt capture app to improve internal processes