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How current is the data in Jeeve Analytics?
The Jeeve tools on your server will ensure that your data is kept up to date. We refresh your practice management system data every hour. This automated process happens in the background while you go about your day as normal. Once you connect your ...
How do I add users to Jeeve?
You can create logins for your whole team and customise the level of access they have in Jeeve Analytics. There are two main parts to this: 1. Configure Roles Permissions in Jeeve are allocated based on the users Role. Each role has a varying level ...
User Roles in Jeeve
What permissions does each user have in Jeeve? The master login created when signing up to Jeeve has full access to the system.In addition to this, there are four user roles which can be used to create new users and control their level of Jeeve ...
How do I connect to Xero / MYOB
Jeeve is integrated with both the Xero and MYOB accounting platforms. Once your account is connected, data is retrieved live from the Xero / MYOB servers for certain key financial charts shown in Jeeve Analytics. How To Connect To authorise Jeeve to ...
Getting Started
Whilst most Jeeve Analytics features work out of the box - there are a few steps you should take after signing up to unlock all of the Jeeve functionality. For more information on handling each step in the setup process, click on the links below: 1. ...