Clive McKegg
posted this on November 18, 2011 05:00 pm
We have now added the ability for users to add hyperlinks to commonly accessed sites from within the "masters" tab.
Previously we created these links (to Auditing Standards for example) and users could access them when creating or editing masters. Now you can create them yourself.
From the Masters tab go to your custom job, and you will see a tab called "standards". Within that you will see all the links that have been inherited from the parent job-type. Then you can add new links to standards (or any other external web reference) by selecting the "New Standard" option and adding the details.
We will be building onto the concept the ability to upload letters, reports, reconciliations etc at a master level which will then be accessible from within jobs to download, amend and add as client-level attachments (e.g. Engagement Letters, Audit Reports).
