Getting started

Getting started

Getting started 150 150 Support

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

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