Knowledge Base
Browse our comprehensive guides and articles to find answers to your questions
Getting Started
See all folders...Discover everything you need to know to start your journey
5 folders 16 articles
Guides - Navigation
See all folders...General guides including Navigation, dashboards etc
4 folders 4 articles
Navigation
Guides - Processing Day-to-Day Transactions
See all folders...This includes the "how to guides" on processing transactions within Efimis.
21 folders 66 articles
Prepare Bank Deposits
Bank Reconciliations
Client / Trust Payments & Receipts
Guides - Reporting
Contains the how to guides on how to run the Accounting Reports
1 folder 5 articles
Webinars
1 folder 19 articles
Technical Documentation
3 folders 10 articles
Technical Documentation
Client Services
Integration
2 folders 3 articles