Learning
Go to Wiise
Getting Started
Getting Started
Finding your way around
Company Set Up
New Zealand
Notifications & Shortcuts
Glossary of Terms
Account Management
Adding Users
Managing Users
Administrative Tasks
System Administrators
Reporting & Insights
Set up your Dashboard
Customise your Reports
PowerBI Dashboards
New Zealand
Payroll & Employees
Setting Up Employees
Setting Up Wiise Payroll
Integrating Timesheets
ATO Compliance
New Zealand
Sales & Receivables
Customers
Orders & Invoices
Returns & Credits
Receipts
Invoices & Credits
Payments
Purchases & Payables
Vendors
Purchase Orders & Invoices
Payments
New Zealand
Accounting Practices
Budgets
Journals
Chart of Accounts
Cashflow Management
Bank Reconciliation
Approval Workflows
Month-End Processes
Year-End Close
Payment Reconciliation
New Zealand
Fixed Assets
Inventory & Supply Chain
Inventory
Sales & Unit Prices
Purchase Requisitions
Wiise Warehouse OnTime
Connected Apps & Services
Microsoft Apps
Banking
eCommerce
Other Apps
Service Management
Support, Data Security & Updates
Updates
Data Security
Microsoft Docs
Back to home
Learning
Getting Started
Getting Started
Finding your way around
Company Set Up
New Zealand
Notifications & Shortcuts
Glossary of Terms
Account Management
Adding Users
Managing Users
Administrative Tasks
System Administrators
Reporting & Insights
Set up your Dashboard
Customise your Reports
PowerBI Dashboards
New Zealand
Payroll & Employees
Setting Up Employees
Setting Up Wiise Payroll
Integrating Timesheets
ATO Compliance
New Zealand
Sales & Receivables
Customers
Orders & Invoices
Returns & Credits
Receipts
Invoices & Credits
Payments
Purchases & Payables
Vendors
Purchase Orders & Invoices
Payments
New Zealand
Accounting Practices
Budgets
Journals
Chart of Accounts
Cashflow Management
Bank Reconciliation
Approval Workflows
Month-End Processes
Year-End Close
Payment Reconciliation
New Zealand
Fixed Assets
Inventory & Supply Chain
Inventory
Sales & Unit Prices
Purchase Requisitions
Wiise Warehouse OnTime
Connected Apps & Services
Microsoft Apps
Banking
eCommerce
Other Apps
Service Management
Support, Data Security & Updates
Updates
Data Security
Microsoft Docs
Getting Started
A brief guide to help you get started with Wiise and quickly understand its concepts.
Finding your way around
What's the best way to learn how to use Wiise?
How to find your way around Wiise
About our how-to library
Navigating Wiise for Accountants
Company Set Up
Create a new company in Wiise
Set up your company in Wiise
Set up your bank feeds
Set up your bank account
Bank feed status in Wiise
Direct bank feeds for Australia
Personalise Wiise for you
See more
New Zealand
Setup bank feeds for Wiise NZ
Add a bank account to Wiise bank feeds
Link your bank account to use Wiise bank feeds
Disable bank feeds for Wiise NZ
Re-enable bank feeds for a bank account
See more
Notifications & Shortcuts
How to use shortcuts in Wiise to streamline your day
How to use notifications to streamline your processes
How to quickly enter dates, times and amounts using shortcuts
How to bookmark your favourite pages
Speed up your everyday tasks with these shortcuts
How to sort and filter lists to find your data
How to work mouse-free with quick entry
Store your attachments and notes right where you need them
See more
Glossary of Terms
Glossary of words
