12 articles
How to add a firm record template
How to customise firmwide binder tolerances
How to customise matching rules
How to edit binder behaviour options
[AU] How to set up the ATO connection & register Business Fitness as a digital service provider with the ATO
How to create a standard chart of accounts
How to customise record template checklists or create new
How to enable the external reporting feature
How to add mapping, benchmark and export codes
How to customise job, record and client query statuses
How to create firm binder templates
How to customise record template recommendations