# MOAS

## MOAS

- [Our features](https://docs.moasapp.com/our-features.md): A stand alone collaborative financial planning tool designed for you and your team to work collaboratively and give your clients great advice.
- [Getting Started](https://docs.moasapp.com/overview/getting-started.md): Logging in and your first time in MOAS.
- [Details](https://docs.moasapp.com/group-page/details.md): Group details tab.
- [Contact](https://docs.moasapp.com/group-page/details/contact.md): Details -> Contact tab to record group details, teams, contact details and address'.
- [Details](https://docs.moasapp.com/group-page/details/details.md): Details -> Details tab to record individual client detail, children and interest.
- [Employment & ID](https://docs.moasapp.com/group-page/details/employment-and-id.md): Details -> Employment & ID tab to record individual client identification and employment information.
- [Notes](https://docs.moasapp.com/group-page/details/notes.md): Details -> Notes to record notes for groups and clients.
- [Financial Data](https://docs.moasapp.com/group-page/financial-data.md): Financial Data tab displays all financial information.
- [Assets & Liabilities](https://docs.moasapp.com/group-page/financial-data/assets-and-liabilities.md): Financial Data -> Assets & Liabilities for all asset and liability detail.
- [Entities](https://docs.moasapp.com/group-page/financial-data/entities.md): Financial Data -> Entities tab for all entity detail.
- [Income](https://docs.moasapp.com/group-page/financial-data/income.md): Financial Data -> Income tab for year on year income detail.
- [Insurance](https://docs.moasapp.com/group-page/financial-data/insurance.md): Financial Data -> Insurance tab for all insurance detail.
- [Salary packaging](https://docs.moasapp.com/group-page/financial-data/salary-packaging.md): Financial Data -> Salary packaging tab for all salary packaging detail.
- [Estate planning](https://docs.moasapp.com/group-page/financial-data/estate-planning.md): Financial Data -> Estate planning tab for all estate planning detail.
- [Property & Finance](https://docs.moasapp.com/group-page/property-and-finance.md): Property & Finance tab displays property and loans for this group.
- [Property](https://docs.moasapp.com/group-page/property-and-finance/property.md): Property & Finance -> Property tab for all property detail.
- [Loans](https://docs.moasapp.com/group-page/property-and-finance/loans.md): Property & Finance -> Loans tab for all loan detail.
- [Data verification](https://docs.moasapp.com/group-page/property-and-finance/data-verification.md): Property & Finance -> Data Verification
- [Advice](https://docs.moasapp.com/group-page/advice.md): Advice tab displays all advice, modelling, goals and historical advice for this group.
- [Advice](https://docs.moasapp.com/group-page/advice/advice.md): Advice -> Advice tab to view advice completed in MOAS for the group.
- [Goals](https://docs.moasapp.com/group-page/advice/goals.md): Advice -> Goals tab to record goals for the group.
- [Historical](https://docs.moasapp.com/group-page/advice/historical.md): Advice -> Historical tab to record historical advice totals for the group.
- [Tasks](https://docs.moasapp.com/group-page/tasks.md): Tasks tab displays all projects, opportunities and tasks for this group.
- [Fees](https://docs.moasapp.com/group-page/fees.md): Fees tab displays all fees and advice agreements.
- [Fees](https://docs.moasapp.com/group-page/fees/fees.md): Fees -> Fees tab to record one off or ongoing fees for the group.
- [Advice agreement](https://docs.moasapp.com/group-page/fees/advice-agreement.md): Fees -> Advice Agreement tab for all advice agreements.
- [Settings](https://docs.moasapp.com/group-page/settings.md): Settings is used to perform admin tasks on the group.
- [Dashboard](https://docs.moasapp.com/advice/dashboard.md): View all upcoming, ongoing and completed advice filtered by type, team and timeframe.
- [Advice process](https://docs.moasapp.com/advice/advice-process.md): Step by step process to complete advice for a group.
- [Data verification](https://docs.moasapp.com/advice/advice-process/data-verification.md): Data verificaiton step of the advice process
- [Advice agreement](https://docs.moasapp.com/advice/advice-process/advice-agreement.md): Advcie fee calculator that can be viewed in the advice module or on the group page.
- [Confirmation](https://docs.moasapp.com/advice/advice-process/confirmation.md): Confirmation step of the advice process to complete and finalise outstanding work.
- [Modelling](https://docs.moasapp.com/modelling/modelling.md)
- [Models](https://docs.moasapp.com/modelling/modelling/models.md)
- [Scenarios](https://docs.moasapp.com/modelling/scenarios.md)
- [Calculations](https://docs.moasapp.com/modelling/calculations.md)
- [Themes](https://docs.moasapp.com/documents/themes.md): Themes are used to set consistent styling across all templates and documents.
- [Templates](https://docs.moasapp.com/documents/templates.md): Templates in MOAS are designed to help you create consistent advice documents.
- [Documents](https://docs.moasapp.com/documents/documents.md): Documents in MOAS are created as part of the advice tool.
- [Page Content](https://docs.moasapp.com/documents/page-content.md): Page content is all the content that can be added to a page. This includes text content or a number of data driven components, such as models and cashflow.
- [Styling text](https://docs.moasapp.com/documents/page-content/styling-text.md)
- [Mention](https://docs.moasapp.com/documents/page-content/mention.md)
- [Overview](https://docs.moasapp.com/tasks/overview.md): This page refers to the tasks, projects and opportunities tabs. When loading any of these tabs you will see a list of items, filter, add button and title.
- [Tasks](https://docs.moasapp.com/tasks/tasks.md): Tasks in MOAS are designed to help you keep on top of small client group jobs. On this page you will find all the detailed information on viewing, editing and deleting individual tasks.
- [Projects](https://docs.moasapp.com/tasks/projects.md): Projects in MOAS are designed to help you keep on top of large client group jobs. On this page you will find all the detailed information on viewing, editing and deleting individual projects.
- [Opportunities](https://docs.moasapp.com/tasks/opportunities.md): Opportunities in MOAS are designed to help you keep on top of potential new revenue. On this page you will find all the detailed information on viewing, editing and deleting individual opportunities.
- [Status](https://docs.moasapp.com/tasks/status.md): Status is found on tasks, opportunities and projects. This page describes how status is calculated and what are all the status options.
- [Teams & Tags](https://docs.moasapp.com/tasks/teams-and-tags.md): Teams and tags can be added to tasks, opportunities and projects. This page covers how to add and remove tags and teams.
- [Templates](https://docs.moasapp.com/tasks/templates.md): Templates in the task module can be created for Tasks, Projects and Opportunities. On this page you will find all the information on creating, editing, viewing and deleting templates.
- [Advanced search](https://docs.moasapp.com/advanced-search/advanced-search.md): Advanced search can be used to produce lists of your groups, clients or entities in MOAS.
- [Teams](https://docs.moasapp.com/admin/teams.md): Team settings can be found by selecting "Teams" in the menu. Here you will find all the information on adding, editing, deleting and reassigning client groups to teams.
- [Users](https://docs.moasapp.com/admin/users.md)
- [Settings](https://docs.moasapp.com/admin/settings.md): Admin settings are broken up into organisation, tags and fees. Below you will find all the information about each tab.