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Maus Knowledge Base

Maus Software

Maus Software

Strategic Planning, Financial Reporting & Exit Planning Software for Advisors & SMB's

Exit Planning (ValueMax)

Exit Planning Software Training Course

Exit Planning Dashboard - Navigation & General tips (Exit Planning/ValueMax)

Exit Planning Dashboard - Deep Dive

Value Gap - Exit Planning (ValueMax)

Business Goals - Exit Planning (ValueMax)

Personal Goals - Exit Planning (ValueMax)

Business Focus: Business Questionnaires - Exit Planning (ValueMax)

Performing a Questionnaire - Exit Planning (ValueMax)

Value Range - Exit Planning (ValueMax)

Personal Questionnaires - Exit Planning (ValueMax)

Wealth Gap - Exit Planning (ValueMax)

Reports (ValueMax) - Exit Planning (ValueMax)

How to change your Exit Planning Questionnaires to custom or "detailed" versions - Exit Planning (ValueMax)

Why Haven't My ValueMax Reports Been Emailed to me? - Exit Planning (ValueMax)

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Strategic Planning (MasterPlan)

Strategic Planning Training Course (Masterplan)

Navigation & General tips (Masterplan)

Overview Tab (Masterplan)

Products Tab (Masterplan)

Team Tab (Masterplan)

Markets Tab (Masterplan)

Competitor Tab (Masterplan)

SWOT Tab (Masterplan)

Goals Tab (Masterplan)

Strategies Tab (MasterPlan)

Milestones Tab (Masterplan)

Financial Tab (Masterplan)

Report Tab (Masterplan)

How do I make sure tasks I assign are related to specific goals and projects in the Maus Strategic Plan?

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Attract (Marketing/Lead Gen)

How to use Maus Default Questionnaires as a lead Magnet?

How to I manage the Prospects in my Client List

How to use Custom Questionnaires as a lead Magnet?

What Maus Questionnaires come with my subscription?

Attract Training Course

Why haven't my Score Your Business prospects/reports appeared yet?

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Questionnaires (Advisors)

How to run a Comparison Report

How to Create and/or Access a Custom Questionnaire

How to Edit a Questionnaire

How to add Custom Questionnaires to a Client

What are the Steps to Start a Questionnaire in a Client Account?

How to Send an e-mail link for a Questionnaire to a Client

How to Generate a Report and Different Types of Reports that can be Generated from a Custom Questionnaire

How to create recurring Questionnaires

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Project Management (Milestones & Projects)

Milestones & Projects Video Resources

Performance Analysis (KPIs)

KPI Dashboard Video Resources

How to Update KPI data via Excel (Custom KPIs)

How to edit Accounting KPIs manually

How to Import Data into the KPI Dashboard via Excel

How to Setup and Manage KPI Group Tags

How to Update Accounting KPIs (red) After an Import

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Setup (Advisors)

Copying Custom Manuals and Documentation to your Client Account's

How to Create a New Client

How to Add your Advisory Team to the Maus Hub as Users/Employees

Consultant: How to amend a client's email login details

How to Edit Client's User Details and Passwords as a Consultant.

How to Import Financial Data into the MAUS Hub from Excel as a Consultant

How to Remove a Client from your Client List.

How to Remove Reports from a Client's Account

How to set up a business with multiple owners

How do I change the default currency displayed for my client?

How to edit the Maus Cover Page, or how to create my own cover page?

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Client Needs Analysis (Advisors)

Client Needs Analysis Training Course

How to Send an eMail for 'Client Needs' Analysis to a Client

Creating a Custom Proposal in Client Needs Analysis

Pain Points - What should I input? (Client Needs Analysis)

Virtual CFO Pro

Virtual CFO Pro Video Resources

How to Manage Scenarios and Change Data in Virtual CFO PRO

Policies Manager

Policy Manager Video Resources

How to Create a New Manual

How to Add a New Node (.pdf or .docx) Within Policy Manager

How to Add/Edit Your Policy Tree

How To Send An Email Notification of Policy Updates to Staff For Acknowledgement?

How to Import/Export a Single Document

How to Export (Compile) A Policy Manual

How to Edit Access Rights Within Policy Manager

How Do I Turn Version Control On/Off?

How to Use the Find & Replace Function

How to Update the Table of Contents in the Compiled handbook (from within Microsoft Word)

How to Modify User Permissions within the Policy Manager

How to Import and Export Documents Within Policy Manager.

How to View Your Policy Log

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Document Manager

Document Manager Video Resources

Performance Review

Performance Review Video Resources

Create a new Performance Review/Performance Appraisal

The Performance Review/Performance Appraisal process

Job Descriptions

Job Descriptions Video Resources

HR Profiler

HR Profiler Video Resources

Value Gap Analysis (Advisors)

ValueGap Analysis Video Resources

General Settings

How to import Quickbooks/Xero data into a Maus account

How resolve "Invalid Security Question" error during password reset.

How to edit a single User's Module access

How to Whitelist the Maus Emails (via Microsoft Outlook)

How to 'Manage your account'

How can we provide Feedback/Improvements?

How to Create New Users/Employees

How to Make a User/Employee Not Active

How to Import Users

Can a User be Deleted?

How to Add or Amend a Logo in Your Account

How to Input Financial Data into the MAUS Hub from Excel (SME)

How to Add MAUS Hub to your Desktop as an Icon

How can I trial the Maus Platform?

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