Tax reports permissions
We have a custom tax report under reports- report list - tax 2023, also 2022 and 2021 I am a superuser and reports run ok for me, however I have a basic user that needs to run the reports - can y...
Forum Discussion
thank you Syed1 I have contacted support - it looks like it might be an issue with team security applied to certain clients - I have downloaded the spreadsheet that I need to extract which clients are effected from the data base and am waiting on our it provider to help me run it.
FAQs
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We've collated a list of frequently asked questions users have posted on the Forum for your convenience. Check them out below!
GENERAL
What do I need to do before starting a ne...
