• Online Tutorials Over the next couple of months we'll be running a number of free online sessions to help you get the most out of the Elevate platform.
  • Join a session

    Simply register for the session you'd like to attend. We'll then send you the joining instructions.

  • Available sessions


    Cash Management

    Learn how to manage cash on Elevate so that you can pay fees and charges quickly and on time. This session will help you with:

    • Managing cash - Get an understanding of how to manage cash and the implications of not managing it
    • Cash Management strategies - Learn what different cash management strategies Elevate offers and how you can make the right choices for you and your clients
    • Reports and alerts - Find out how the different reports and alerts available on Elevate will help you manage cash effectively

    Next available sessions

    01/08/2017 | 2pm

    15/08/2017 | 2pm

    29/08/2017 | 2pm

    12/09/2017 | 2pm

    26/09/2017 | 2pm

    Join Cash Management


    New Business

    With Elevate you can set up new business online, saving you on both time and paperwork. This session will help you with:

    • Setting up new clients - Get hints and tips on efficiently setting up new clients and completing the new business process 
    • Paperwork - Learn how Elevate produces paperwork and which documents will need to be signed and sent off




    Next available sessions

    01/08/2017 | 10am

    15/08/2017 | 10am

    29/08/2017 | 10am

    12/09/2017 | 10am

    26/09/2017 | 10am

    Join New Business