Tags: Done

This guide looks at how to post a transaction to your Hoowla office accounts, e.g. this month’s rent, or an electricity bill. Click the link below […]

This guide looks at how to add a bank account to Hoowla accounts.   Click the Accounts link next to your name.   Click the Create Nominal button […]

Hoowla has in-built Risk Assessment functionality making it easy to complete risk assessments on clients and cases with Risk Assessment reports. This guide shows you how […]

Hoowla has made it easier to complete risk assessments on clients and cases with Risk Assessment reports.  This guide shows you how to complete a risk […]

This guide looks at how to add a nominal account to Hoowla accounts.   Click the Accounts link next to your name.   Click the Create Nominal button […]

This guide explains how to use Folders within the Documents section of a case in order to keep documents within that case organised and easy to […]

This guide explains how to change and re-allocate a case in Hoowla to a different case worker.   Click the Cases link next to your name.   […]

This guide will show you how to add and remove a Hoowla template to a milestone within a workflow. This means that the added document will […]

There may be occasions where you have two clients who live at different addresses (for example, first time buyers or a divorced couple) and have to […]

Sometimes you want to make your to-do items in a workflow compulsory.  This means the milestone that the to-do item is part of will not be […]