thewealthworks Customer Support Portal

This video tutorial will show you how to manage sub fund nominal codes. Once a sub fund has been set up (see How to Add a Sub Fund Within WealthWorks+) ...

Core Accounting features are now available in WealthWorks+ allowing users to setup accounting nominal ledgers and post transactions through to the productio...

Within WealthWorks+ users are now able to add and maintain their Chart of Accounts. It is also possible to add, amend and remove Nominal Codes.  This vi...

If you have an established Chart of Accounts, there may be occasions when you need to modify or edit the Master Nominal codes which sit within that Chart. T...

Within WealthWorks+ users are now able to maintain their Chart of Accounts by disabling those which are no longer used, or if a Chart of Account has not bee...

If you have been granted the Edit attribute of the accounting transaction permission, you can either click the 'Edit' button displayed on the transa...

This video tutorial will show you how to manage accounting periods, including:  Adding new accounting periods Amending the start and/or end dates of a pe...

Before investment transactions can be posted to the accounting records of an entity, the investment details need to exist in the Investment Library. The Inv...

This video will explain how to maintain the Investment Details of your investments within the Investment Library.  This video tutorial will assist you i...

This video will take you through how to add an investment ledger to a sub-fund, from within your managed entity.  This video tutorial will assist you...