Learning & Support
Administrator Guides
- How to customise job, record and client query statuses
- How to add a firm record template
- How to customise firmwide binder tolerances
- How to customise matching rules
- How to customise record template recommendations
- How to create firm binder templates
- How to edit binder behaviour options
- [AU] How to set up the ATO connection & register Business Fitness as a digital service provider with the ATO
- How to create a standard chart of accounts
- How to customise record template checklists or create new
- How to enable the external reporting feature
- How to add mapping, benchmark and export codes