GreatSoft Tax - Part 1 - Navigation Module

Clients need to first attend the Navigation training as a “starter” - Part 1 - before moving onto the 2nd Part of the Tax Training - Part 2

Intermediate 0(0 Ratings) 0 Students enrolled
Created by Costa Sotirianakos Last updated Tue, 11-Jun-2024 English(2021-12-01)
What will I learn?

Curriculum for this course
The Navigation course would consist of the following
  • 1. Dashboard steering - ie: how to log-in
  • 2. Adjusting user Profile settings
  • 3. Client enquiry - Loading a Client, etc
  • 4. Filter settings
  • 5. Alerts
  • 6. Groups
  • 7. Contacts
  • 8. In-Out Board.
  • 9. Advanced Search
  • a. Report Filters
  • b. Report Grouping
  • c. Exporting the Raw data of a report
  • a. Brief outline of how Roles are setup
  • b. Manual Resetting Employee passwords
  • c. Sending / Re-sending Employee welcome emails
Requirements
  • Clients need to first attend the Navigation training as a “starter” - Part 1 - before moving onto the 2nd Part of the Tax Training - Part 2
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Description

Clients need to first attend the Navigation training as a “starter” - Part 1 - before moving onto the 2nd Part of the Tax Training - Part 2

+ View more
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About the instructor
  • 0 Reviews
  • 171 Students
  • 5 Courses
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Since joining GreatSoft in Nov '14, I’ve had the pleasure of working with a great team of collegues on multiple projects across Africa where I’ve been able to assist small, medium & large firms. I look forward to conitinuing my growth in experience within this area and hope I can be of value to our clients.

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Includes:
  • Access on mobile and tv
  • Full lifetime access

CPD Allocations:
  • CPD Type: Unstructured