top of page

Process table

Updated: Dec 29, 2022

The Process table has two functions. It is where you will:

  1. Generate Invoices

  2. Action automated emails

* Click on either of the links above to find out more.

The table can be found in the Setup Department.


Recent Posts

See All

The new Beneficial Ownership declaration has caused quite a stir in our industry! The process is complex and a lot to take in. We are excited to introduce our Beneficial Ownership module. This module

Post: Blog2 Post
bottom of page