Manage mandates and their periods
A mandate runs in periods, each with its own deadlines — that is what the module keeps track of.
Trust work is cyclical. The same client produces the same obligations every month, quarter or year, and the risk is not difficulty but a missed date.
Where to find itTrust services in the sidebar.
Step by step
- Open Trust services → Clients and add the mandate.
- Set its country profile, which decides the rules and the deadline pattern.
- Open Periods. Each period is one cycle of the mandate with its own steps and its own due dates.
- Work a period through its steps. What is outstanding is visible rather than remembered.
- Connect the client so they can deliver documents and messages directly into the mandate.
- Overview shows every mandate at once — which are on track, which are waiting on the client, which are late.
Your limit
Essential allows 30 mandates, Professional 100 and Institutional 250. Periods are not counted separately.
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