This article provides a download to the instructions for the
The attached instructions are applicable to Access Accountant Cloud, Basic and Premium, System Administrators. The instructions provide details on how to update and assign permissions for:
assign permission set
client bank details management permission set
assign practice details page layout V5
assign timesheet entry page layout V2
assign job page layout V4
assign client page layouts V10 (individuals and non-individuals)
configure the invoice approval process
client invoicing permission set
configure invoicing fields
configure email template
configure single sign on with HandiTax Cloud and Final accounts
adding the invoicing tab to the navigation bar