Upcoming Webinars
Introduction
Date
20 Oct 2021
Time
12.00 PM
Jenny Siu
Business DevelopmentAn 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
Jenny Siu
Business DevelopmentAn 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
Jenny Siu
Business DevelopmentAn 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
Jenny Siu
Business DevelopmentAn 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
Nivetitha Rajamanickam
Business DevelopmentNomisma 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
Jenny Siu
Business DevelopmentAn 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
Jenny Siu
Business DevelopmentAn 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