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Step-by-step Guide

Why is the Automations widget showing Practice state equals ‘Off’?

Article ID: 3215
Last updated: 29 Mar, 2023

Automation is available for Record requests for Accounts, Confirmation Statement, Tax CT, Tax SA and VAT.  Each type of automation needs to be activated via Admin before being activated on your clients. 

To activate select the Automation button at the top of the Communications Summary screen. 

More information on Automation can be found within KB 3210 Can I turn on automation for all clients at the same time?

For more information on Communications Centre, please see KB3199 Communications Centre: Collateral.

Article ID: 3215
Last updated: 29 Mar, 2023
Revision: 3
Views: 48
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