Your accountant advisor will send you documents to view and , file or to approve. You 'll be able to can access all your documents from the Documents tab.
|title||Click Documents to|
|View a document and its details|
Click on a document in the displayed list to view it.
|Filter your documents|
Filter and sort your documents list based on what you're looking for using the Filter button and sort option.
|View an associated task|
If a document is associated with a task, you can view the details of the task from the document details.
|Upload a document for my accountant|
If you need to send your accountant
advisor more information, click to upload a file.