Getting Started with Senta 22

• Glossary of Senta terms
• How do I sign in to Senta?
• Get to know Senta
• Navigating around Senta
• Adding Clients to Senta

See all 22 articles

Troubleshooting Senta 3

• Why aren't my jobs/tasks/forms or form fields showing?
• Why isn't my function working?
• Troubleshooting client portal issues for practice users

Customising Senta for your practice 2

• How do I enable service fields and where can I use them?
• How to set up flexible date offsets

Notifications 1

• How can I switch off notification emails to my client?

Widgets 1

• Guide to Widgets

Importing clients 3

• Importing clients & contacts
• Updating existing client records with an import
• How is the CSV import file organised?

Setting up clients 6

• Choosing how to add your clients to Senta
• Do my clients need to have an account manager?
• How do I copy an existing Contact to a new Client?
• Navigating the Work tab on the client page
• Contacts tab

See all 6 articles

Client lists 12

• Using client lists
• Exporting data from the Client List
• How do I bulk update fields in the client list?
• Viewing all contacts for each client in the client list
• Displaying fees information on Client Lists

See all 12 articles

Contacts 3

• Primary contacts
• Using client contact roles
• Adding multiple emails to a contact

Notes 1

• How do I add images to notes?

Client Documents 1

• Working with client documents

Client portal practice user guides 10

• Client portal guide for practice users
• Client-contact linking
• How contacts with multiple companies use the client portal
• Activating a contact to use the client portal
• What happens when my client uploads a document?

See all 10 articles

Client portal end user guides 2

• Client portal guide for client users
• How can I sign in to the client portal?

Old client portal practice user guides 0

Old client portal end user guides 0

Uploading/downloading documents 2

• How do I download documents?
• How do I upload documents from a mobile device?

Document folders 1

• Creating document folders and subfolders

Document visibility 2

• Setting document visibility
• How do I upload documents to the client portal for multiple clients at once?

Generating documents 1

• Using the letter generator

Setting up email in Senta 10

• Setting up the email integration
• Email settings (SMTP/IMAP)
• How do I connect a personal Gmail account to Senta?
• How do I approve Senta to connect to G Suite?
• Gmail Application Privacy Policy

See all 10 articles

Using email in Senta 8

• Email clients using Senta
• Editing notification emails
• Creating a task from an email
• Attaching documents to emails
• Assigning email tasks to Senta

See all 8 articles

Using text messaging 4

• Setting up text messaging in Senta
• Adding a text message task to a job
• Sending one-off text messages
• Saving a copy of text messages

Using Autochase for emails 1

• Setting up Auto chase on an email task

Troubleshooting email 3

• How to fix ' Unable to find sender user "system" ' error message
• How do I troubleshoot email problems?
• How do I change my email address in Senta?

Job and task lists 18

• Where are my Tasks?
• Using the task list (filtering, ordering and saving a custom view)
• Task and job statuses
• How can flags and stars be used for jobs, tasks and clients?
• Adding custom filter fields and columns to the Jobs List

See all 18 articles

Creating, editing and kicking off jobs 33

• Changing or adding to jobs
• How do I create a new job?
• What different task types are available in Senta?
• How do I add and remove tasks from jobs?
• Task dependencies - should you use them?

See all 33 articles

Creating, editing and adding services 7

• Creating new Services
• How do I set up a job that repeats as part of a service?
• What is the difference between Services and Automatic Services?
• Adding services in bulk
• Adding fees fields on the services/payment tab

See all 7 articles

Time recording 2

• Recording Time for Clients and Jobs
• Job and task time estimates

Lookups 2

• What are lookups?
• Adding note types

Forms 17

• Creating a form and adding fields
• Adding new fields to forms
• What different field types are available in Senta?
• How can I use field references on forms?
• The 'client details' form

See all 17 articles

Emoji and reactions 1

• Emoji and reactions

AML 1

• AML ID check feature

API 2

• Accessing Senta's API
• Setting up integration users

Companies House 2

• Companies House integration
• How does Senta handle deferments from Companies House?

FreeAgent 1

• FreeAgent integration

GoCardless 1

• GoCardless integration

GoProposal 2

• GoProposal integration
• Flow of data from GoProposal to Senta

Melu Integration 1

• Melu Integration

PracticeWeb 1

• PracticeWeb form integration

Quickbooks 1

• QuickBooks integration

The Pensions Regulator 1

• The Pensions Regulator integration

Dext Precision with Xavier 1

• Dext: Precision with Xavier integration

Xero 5

• Switching on the Xero integration
• Connecting clients in Senta to organisations in Xero
• Flow of data from Xero to Senta
• Syncing clients using the Xero practice-level integration
• Xero Auth Upgrade

Zapier 11

• Using Zapier and Senta together
• Connecting Senta to Zapier
• How do I create a client in Senta as a Zapier action?
• How to update a client in Senta as a Zapier action
• How to create a note in Senta as a Zapier action

See all 11 articles

General guide to integrations 0

Senta Advisory 1

• Senta Advisory

CircleLoop 1

• CircleLoop Integration

Invoco 1

• Invoco Integration

Taxfiler 0

Users 8

• Restricted users
• How do I deactivate / reactivate a user?
• Assigning work to specialists in your practice
• User types and permissions
• Resetting the password for users and clients

See all 8 articles

Practice Details 3

• Changing your Practice Name and Welcome Messages
• Adding your practice's logo to Senta
• Setting a custom email footer

General Settings 9

• Locking fields
• IP restrict option
• Admin only widget restriction
• Date, time and currency format display change
• How to set your timezone

See all 9 articles

Expression tester 1

• How does the expression tester work?

Billing 3

• Refund policy
• Account termination
• May 2024 Price Rise Information

COVID-19 Resources 4

• Deferred payments
• Sick pay claims
• Job Retention Scheme
• CBILS/CLBILS

Importable workflows 1

• Managing prospects with Senta