Our Partnerships Director, James Stuart, covers the core feature updates in our upgraded dashboard.
Please find below timestamps for the content covered in the webinar:
00:51 Overview to the changes made and the purpose behind them
03:20 Getting to the dashboard homepage with the home icon and TMNZ logo
03:45 Quick links from and centre for our most used functions
04:35 Activity centre style changes
05:00 The new notification icon for access approval
05:35 Search improvements. One click options for taxpayers, groups and firms
06:40 Search improvements. Pin accounts so they appear at the top
07:10 Search improvements. Smart search will help you find your account faster
08:00 Specifics for Flexi accounts and what those account types are able to do
11:20 Specifics for Advantage accounts and what those account types are able to do
13:20 Planning a tax deposit
13:58 Tax transfers
14:45 Tax sales
15:25 Activity centre updates for advantage accounts. Fund type
17:45 Activity centre updates for advantage accounts. Transactions tab
19:24 Payment options. Easily create options for you or your client in one journey
23:35 Payment options. Flexitax and Finance instalments
26:50 Our new help centre. Keyword search to get the help you need and detailed instructions
30:30 Upcoming enhancements you can look forward to