David Howard
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Activity overview
Latest activity by David Howard-
David Howard created an article,
Industry Template Tab
To access the Firm templates, simply: Ensure you are on the application Dashboard. On the top navigation bar, click on the Dashboard drop-down arrow and select Manage Templates. You will then be...
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David Howard created an article,
Status Profiles Tab
To access the Firm templates, simply: Ensure you are on the application Dashboard; On the top navigation bar, click on the Dashboard drop-down arrow and select Manage Templates; You will then be...
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David Howard created an article,
Custom Template Statuses
When creating a custom template for your firm, there is also the feature to create custom statuses. This can be done via 2 areas within the firm template portal. Area 1 - Main Page MenuIf you move ...
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David Howard created an article,
Custom Template Sign Offs
When creating a custom template for your firm, there is also the feature to create custom Sign-off roles, This can be done via 2 areas within the firm template portal. Area 1 - Main Page MenuIf you...
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David Howard created an article,
Accessing the Firm Template module
To access the Firm templates, simply:Ensure you are on the application Dashboard; On the top navigation bar, click on the Dashboard drop-down arrow and select Manage Templates;You will then be tak...
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David Howard created an article,
Planning Lockdown - Medium Severity
To optimise our Audit functionality and support effective compliance, we have introduced the Planning Lockdown feature.Before Planning Lockdown can be used, the severity level must first be configu...
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David Howard created an article,
Planning Lockdown - High Severity
To optimise our Audit functionality and support effective compliance, we have introduced the Planning Lockdown feature.Before Planning Lockdown can be used, the severity level must first be configu...
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David Howard created an article,
Planning Lockdown - Firm Settings
To fully optimise our Audit functionalities and assist with planning compliance, we have created the 'Planning Lockdown' feature Locating and setting the severity of 'Planning Lockdown'To navigate ...