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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

Money cheque

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 session

01/08/2017 | 2pm

15/08/2017 | 2pm

29/08/2017 | 2pm

12/09/2017 | 2pm

26/09/2017 | 2pm

Document with pen

New Business

With Elevate you can set up a 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 session

01/08/2017 | 10am

15/08/2017 | 10am

29/08/2017 | 10am

12/09/2017 | 10am

26/09/2017 | 10am