Home / Business Dashboard


The Home page, or business dashboard, is a place where you perform these tasks:

  • List of Notifications and progress
  • Sign contracts
  • Mark individual services as done


In this article:



Notifications

Feature that gives alert or updates and inform users about important activities and progress.

List of Notifications and Actions:

Contact/Clients

  • "Joined Accziom". It will link to your contact record
  • "ID Verification" is a success.

Proposals

  • "ID Verification" fails. Unfortunately, digital ID Verification  was unsuccessful. Please verify their ID manually.
  • "Signed Proposal" for one party. One of the signatory has signed the proposal, and waiting for the other signatories to sign.
  • "Signed Proposal" for all parties. The proposal has been signed by the client and is ready for you to countersign.

Briefings

  • "Past due dates" . The 'briefing' sent to the client is past its due date. An email reminder has been sent.
  • "Completed". The 'briefing' sent to the client name has been completed. 

Payments

  • "Failed". The direct debit payment by the client for invoice  has been declined. Please contact the client for manual processing.
  • "Error". The Stripe was not able to process the direct debit payment for the client due to technical issues. Please contact the client for manual processing.

Admin

  • "Xero/QB/Stripe disconnected". The connection to the platform has been lost. Please click here to reconnect the connection so we can process invoices.

Invoices

  • "Created". An Invoice for proposal with amount has beed issued to the client name. This invoice will be paid via Stripe direct debit. Please allow 2-3 working days for processing.

Work "Done"

  • "Ticked as Done". The Done action will trigger an invoice. User have marked <Name of task> for <Client name> as Done. This will trigger an invoice for <invoice amount> on <date>. 


Signing Contracts


Contracts signed by the client will appear in the inbox and be ready for you to countersign.

When you sign a contract, the client will receive an email confirmation that the contract has been signed. 



The final signature date is also the contract commencement date.


Note:

  • When one party signs a contract, it is no longer editable.
  • Once both parties sign a contract, cancellation needs to be confirmed by both parties
  • Once a contract is cancelled, Accziom will issue no further invoices and process no further payments.


Marking services as done

The 'in progress' section shows all contracts with unfinished services. Once a service is marked as done, it will disappear from the list.

Once all services are marked as done, the contract will disappear from the 'in progress' section. 

Depending on the contract's billing setup, marking services as 'done' may trigger an invoice or direct debit payment. 


Action buttons

click here to learn more about "Action Buttons"