Administrator Guides
14 articles
- How to customise job, record and client query statusesTo assist admin users in customising the default statuses of jobs, records and notes.
- How to add a firm record templateTo assist admin users in adding a firm record template to the list of available templates.
- How to customise record template recommendationsTo assist admin users in customising the default record templates which prefill as recommendations when creating the binder.
- How to customise an existing Business Fitness record templateTo assist admin users in customising existing Business Fitness record templates.
- How to customise and create checklist items and checklist record templatesTo assist admin users in creating custom firm checklist items and standalone checklist record templates.
- How to create binder typesTo assist admin users in creating custom binder types.
- How to create firm binder templatesTo assist admin users in creating custom binder templates.
- How to create a standard chart of accountsTo assist admin users in adding a standard chart of accounts for a firm.
- How to customise matching rulesTo assist admin users in customising the default matching rules for accounts.
- How to customise firmwide binder tolerancesTo assist admin users in customising the firmwide binder tolerances to determine whether a workpaper is reconciled.
- How to edit binder behaviour preferencesTo assist admin users in editing the behaviour options for a binder.
- How to add mapping, benchmark and export codesTo assist admin users in adding mapping, benchmark and export codes.
- How to enable the use of lead schedulesTo assist admin users with enabling the use of lead schedules.
- How to install Active Workpapers Plus Add-in for Centralised DeploymentThis article explains how to set up Active Workpapers Plus add-in for Centralised Deployment via Integrated Apps via Office 365 Admin Center.