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Search and View recent matters

You can search and view recent matters from the View Matter section.  Navigate to Matters->View Matter.  This will allow you to search for any matter inside your company portfolio.  Matters that are not on the current user work-list can be accessed from here. The...

Accessing matters from your worklist

Accessing matters from your worklist can be done by navigating to Matters->Worklist. Every user on our platform have their own work-list.  Work-lists contains the matters that is currently on a specific consultants name.  Whenever a you create a matter it, that...

Manage Staff Members

Cost Consulting allows you to add as many users as what you required and manage staff members.  By navigating to the Staff Management list under Setup->User Accounts you can add new users and manage already added users.  However, new users will have to be activated...

Cost Consulting Packages

Cost Consulting currently provides two types of packages Monthly Annual Monthly packages are priced at a set rate.  All packages includes one user. Additional user accounts can be added for R 450.00 per month. As a user of Cost Consulting you can add additional users...

Setting up your company information

Setting up your company information is one of the first things you need to do to take full advantage of taxation on the Cost Consulting platform.  It is easy to access the company profile page by going to Account->My Company. The company profile page consists of...