Course Curriculum
Getting Started
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days
days
after you enroll
Administrator Training
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days
days
after you enroll
- Introduction
- How to customise job, record and client query statuses
- How to add a firm record template
- How to customise record template recommendations
- How to customise record template checklists or create new
- How to create firm binder templates
- How to create a standard chart of accounts
- How to customise account type matching rules
- How to customise firmwide binder tolerances
- How to edit binder behaviour preferences
External Reporting
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days
days
after you enroll
Next Steps
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days
days
after you enroll