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Automatic Task Updates

Article ID: 2723
Last updated: 04 Aug, 2020

The TaxCalc software can now enable automated task functions. To enable these features, simply navigate to the following screen:

  • Go to Admin Centre
  • Select Applications and highlight Practice Manager
  • Then Customise Practice Manager
  • Scroll down to  Client /Non-Client activity types
  • Go to Task Options
  • Set Automatic Task Updates 

Article ID: 2723
Last updated: 04 Aug, 2020
Revision: 7
Views: 520
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