Introducing WizeHub 3.0

What is billable time versus non-billable time?

What productivity targets do I set for team members?

How do I classify clients using ABCD categories?

Release Notes - 8 October 2025

Release Notes - 13 November 2025

Release Notes - 10 December 2025

Ideal Teams

Budget & Capacity Plan Post-Rollover Finalisation

Team Designer

Equity Plan

User Role Security Matrix

WizeHub Status

WizeHub Product Updates

Release Notes - 5 February 2026

Scorecards

Mission, Vision & Values

Revenue Won & Lost

Client NPS

Can inactive employees be permanently deleted from People?

Business Intelligence Dashboard

Team NPS

EBITDA: Bonus System 

Release Notes - 8 April 2025

Release Notes - 26 March 2026

Release Notes - 2 April 2026

Release Notes - 18 September 2025

Financial Year Rollover

Release Notes - 20 March 2025

Reason for Fees Lost

Can we allocate multiple roles to an employee e.g. A Senior Client Manager who is also a Chief Marketing Officer?

What charge rate multiple do I apply to production team members? 

Meeting Agendas & Templates

Meetings: Import a Meeting Template

Meetings: Import a Meeting Agenda

Lockup

Release Notes - 17 April 2025

Revenue

Change the Senior Client Manager of a Production Team

What happens during the financial year rollover process?

Financial Year Rollover | Pre-Rollover Guidelines 

How do I determine the types of communication traffic?

What is the right resource mix when allocating Finders, Minders & Grinders to jobs?

What is the best way to account for one-off fees when capturing fees won or lost?

Meetings

Release Notes - 6 November 2025 

Ideal Lifestyle

Ideal Lifestyle examples

Release Notes - 30 October 2025

Release Notes - 25 August 2025

Business Details

Organisation Chart

Release Notes - 27 November 2025

Release Notes - 20 February 2025

Release Notes - 15 May 2025

Release Notes - 3 April 2025 

Release Notes - 28 May 2025 

Release Notes - 3 February 2025

Release Notes - 1 May 2025

How Your Data Connects in WizeHub from People to FAB5

People

Error message 'User Access Denied'

Release Notes - 19 December 2025

Release Notes - 2 October 2025

Release Notes - 3 March 2025

Release Notes - 11 June 2025

Release Notes - 20 June 2025 

Release Notes - 26 June 2025

Release Notes - 10 July 2025 

Release Notes - 24 July 2025

Release Notes - 11 August 2025

Release Notes - 4 September 2025

Write Offs

Potential Acquisitions

Manage Users

Business Brokers

Ideal Income

Growth Plan

Adding Client Managers to the Lead Pipeline, Revenue Won & Lost and Client Portfolio

Change your Password and setup Multi Factor Authentication 

FAB5 Monthly Data Entry Checklist

Release Notes - 8 January 2026

Connecting Xero Practice Manager (XPM) to WizeHub

Release Notes - 14 April 2026

Release Notes - 23 January 2026

Release Notes - 19 February 2026

Release Notes - 5 March 2026

Reference Guides

How To Guides

Discover

Plan

Execute

Measure

Acquisitions

Settings

Product Updates

Q4 2025

Q3 2025

Q2 2025

Q1 2025

FAQs

Troubleshooting

<p>&nbsp;</p><p><i>There are no known issues impacting users.</i></p><h2>February 2025</h2><h3>Screen going blank</h3><p><i>5 February 2025 | RESOLVED&nbsp;</i></p><p>Some users are experiencing a blank screen when they try to access a module. Our team have been notified and we will update you when the issue is resolved.&nbsp;</p><figure class="image image_resized" style="width:49.44%;"><img src="https://cdn-assets.productfruits.com/18b3d30b-a15c-4910-9948-b44941e960e2"></figure><h3>Non-executive users have limited access to Meetings</h3><p><i>3 February 2025 | RESOLVED - See </i><a href="https://knowledge.wizehub.co/en/article/release-notes-3-march-2025" target="_blank" rel="noopener noreferrer"><i>Release Notes - 3 March 2025</i></a><i>)</i></p><p>Currently, only Executive users have full access to the <strong>Meetings</strong> module. Executive users can add new meetings, assign attendees, add agenda items, minutes, tasks &amp; attachments. Currently, any users added as attendees only have read-only access with limited visibility. Our team is working to resolve and correct the user permissions.<br><br>When user permissions are resolved, all users will be able to add a meeting. Executive users will have full permissions across all meetings irrespective of being an attendee. All other users (Senior Client Manager, Production Team, Administration Team and CFO) must be added as an attendee to view the meeting. Once added as an attendee to a meeting, full access is granted. &nbsp;</p><h2>January 2025</h2><p><i>No reported issues.</i></p><h3>&nbsp;</h3><p>&nbsp;</p>

Go back to application

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