Administrator Guides
12 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 create a firm checklist record templateTo assist admin users in creating custom firm checklists.
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.