IconIntroduction
IconWelcome
IconInstallation and Set Up
IconInstallation
IconInstalling the Database
IconInstalling TIPS
IconSet Up
IconHow to Launch and Use Help
IconUsing the Demo Database
IconGetting Started
IconThe Start Screen
IconSetting Up Users and Advisers
IconSetting Permissions
IconCreating Your First Client File
IconWhat's Next?
IconFundamentals
IconNavigation in TIPS
IconButtons And Menus on the Home Page
IconUsing Widgets
IconLinks
IconSorting Grouping and Filtering Grids
IconFinding Things in Grids
IconShow Summaries (Totals) in Grids
IconThe Modules
IconAccounts
IconDouble Entry Systems Explained
IconSummary of the Accounts Module
IconBanking
IconAdding a General Receipt
IconAdding a Commission Receipt
IconAdding a Fee Cheque Receipt
IconAdding a General Payment
IconAdding a Payroll Payment
IconBatch Receipts
IconReconciling the Bank
IconGeneral Transfers
IconProvider Statements
IconProblems arising from RDR and how TIPS can help
IconEntering a New Statement
IconImporting Provider Statements
IconProvider Payment Item Analysis
IconBulk Alteration of Payment Types
IconFees
IconNon-Invoiced Fees collected from the Provider
IconInvoiced Fees payable by the Client and/or the Provider
IconCreating an Fee Estimate or Fee Invoice
IconLinking Receipts, Statements and Fees
IconAdministration
IconFiling and Tasks
IconShowing All Policies
IconProducing Blank Documents
IconAdviser Zone
IconDiary and Tasks
IconTasks
IconDiary
IconTask Designer
IconTime Logs
IconPrivate Client Files
IconPrivate Client File
IconThe Fact Find
IconAims
IconAttitude To Risk
IconClient Portfolio
IconClient Segmentation
IconValuing Assets Individually
IconValuing All Assets and Liabilities for a Client
IconProposals
IconSystem Administration
IconSetup Wizard
IconBackup the Database
IconUser Details
IconUser Permissions
IconReference Data
IconProvider Funds
IconPlatforms and Wraps
IconNotes on Funds, Providers and Platforms
IconRisk Descriptions
IconGlobal Asset Classes
IconSelecting Global Asset Classes
IconCreating Your Own Groups
IconAllowing Sub Asset Classes to Appear for Funds
IconWhy GACs and Sub Asset Types are important
IconRisk Portfolios
IconFund Asset Mixes
IconPortfolios
IconTemplate Maker
IconThe Starting Screen
IconDocument Template Details and Options
IconTemplate Contexts
IconBasic Building Blocks
IconComponents
IconYour First Template
IconSuitability Report Writer
IconAnatomy of a Report
IconSection Templates
IconCreating New Section Bodies
IconCreating a New SR Template
IconSR Template Main Screen
IconAdding in some standard Sections
IconAdding in a Simple Section Body
IconCreating Choices
IconAdding More Section Bodies
IconMore Complex Sections - 1
IconMore Complex Sections - 2
IconAdding Other Special Section Bodies
IconAltering Section Body Text
IconChoosing Themes
IconCreating an SR
IconAltering the SR Text
IconAdding Contents Page, Appendices and Enclosure List
IconBacking Up and Importing Templates
IconCASS
IconSetting Up File Reviews
IconLaunch a New File Review
IconThemes
IconQuestionnaires
IconCreating New Entities
IconCreating New People
IconCreating New Companies
IconAssociating Professional with Firms
IconFrequently Asked Questions
IconDefinitions