Approvals training has been designed to cover all aspects of the approval process. Most commonly, the approval process is completed by the accountants but can be done by anyone dependent on the processes & procedures of the accounting firm. The recording covers the following:-
User Login, Change Password & 2FA.
iWorkflow filters & tabs.
What does Approve & Not Approve mean?
How to assign a workflow to another user.
How to Approve a workflow.
How to Not Approve a workflow.
How to Send & Approve a workflow.
What does the ATO SmartDocs admin screen look like.
Click here to watch the recording.