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Creating and Managing a Case
Let us guide you through how to build and manage your cases
Creating a Case
Managing your case
- How do I view a summary of all cases in my company?
- How do I find a case I'm working on?
- How do I request or suggest a new feature?
- How do I close or complete a case once I've finished working on it?
- How do I delete an asset or liability that I have added to my case?
- How do I export my case details to an excel file?
- How do I edit the tax threshold on my case?
- How do I upload documents to my case?
- How do I delete or archive a case?