Your accountant will send you documents to view and file or to approve. You'll be able to access all your documents from the Documents tab. UI Expand |
---|
expanded | true |
---|
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 more information, click Image Modifiedto upload a file. |
|
|