How to Create a Rule on a Workflow
This guide will look at how you can create rules on a workflow. What is a rule? A rule can be set to do something […]
How to Find a Copy of the Submitted SDLT Form
This guide will look at how to find a copy of the submitted SDLT form. Note: To learn about how to submit an SDLT in Hoowla […]
How do I know if an AML check has been completed?
This guide will teach you how to check if a person has had an AML check. Please note: To learn how to perform an AML check […]
How to Perform an AML check in Hoowla
This guide will look at how to perform an AML check on a person in Hoowla. Please note: You will need to have switched on […]
How to Reset SDLT
This guide will show you how to reset the SDLT on a case. How to Reset SDLT Go to the case Then click on Completion […]
Add default items and a footer to your completion statement
This guide will show you how to add default items and a footer template to your completion statements. Adding default items to your Completion Statement Click […]
Adding a Document to a Calculator
Adding a Document to a Quote Calculator If you would like a document to be included to someone who has requested a quote from your calculator […]
How to Reconcile Client and Office Accounts in Hoowla
This guide will look at the reconciliation area within Hoowla and explain how to reconcile your accounts. How to Reconcile Client and Office Accounts Click the […]
How to do a Cash Transfer
The following guide will show you how to complete a cash transfer in Hoowla. How to do a cash transfer Click the People link next to […]
How to Set Up Invoice Categories and Items
This guide will look at adding additional invoice categories and items in your Hoowla account. These allow you to choose the type of invoice you are […]