mc Assetpilot

Topics

• Intro

  • About this product
  • Browser recommendations
  • Portal setup and sign in
  • Getting started

• Portal concepts

  • Portal structure and domains
  • Organizations and assets
  • User groups and permissions
  • Tags for optimized search
  • Linking items

• Daily business with asset domains

  • Dashboard and widgets
  • Financial forecasts
  • Tasks
  • Contacts
  • Cashflow
  • + 4 more pages

• Administration domains

  • Automations
  • Financial models
  • Dashboard templates
  • Categories
  • Bank syncs
  • + 3 more pages

• Resources and support

  • Support
  • FAQs
  • Glossary
  • Password guideline