Receipt Import Functionality Is an Automatic spreadsheet which connects to your APS Database.
When linking a source document to the Client Due Diligence page, the system is supposed to return a “Document Type” from an Index in VC?
This article explains how to utilise the MyAPS Client Portal as well as a F.A.Q for MyAPS Client Portal
This articles discusses some frequently asked questions on SBR
Linked to this KA are the following documents which will assist with finding out which fields are available to use in the Quick Word merge templates.
At year end when preparing to roll to the new financial year, is there anything we need to know in regards to budgets?
The matter rollover function is by no means a mandatory requirement
It is coming up to Financial Year End, when do I perform a Matter Rollover?
Does performing the matter rollover mean that previous year’s matters are closed?
The process of rolling over matters does not alter the matter’s WIP in any way
It is based on the practice’s needs.
Matter rollover can be performed from any workstation with rights
Aim to perform matter rollover at non peak periods
The system will not allow a matter to be rolled over twice.
No it is not possible to undo this operation once the matters are created
F.A.Q for Year End in Practice Management
This Knowledge Article contains frequently asked questions regarding Activity Statements
Find answers to frequently asked questions using this Frequently Asked Questions article for BankData
Frequently Asked Questions - Tax Services