Entity management screen

The Entity management screen displays the folders and entities that you have access to and allows you to perform the following tasks, depending on the User Role you have been assigned:

  • View the user menu

  • View your account details

  • View/manage notifications

  • View/manage alerts

  • Add a new entity

  • Add a new folder

  • Edit a folders details

  • Move a folder or entity

  • Delete a folder or entity

  • Assign access to a user for a folder or entity

  • Toggle the folders on or off

  • View an entity's details

  • Authorise an entity

  • Prepare your entity's VAT Return

  • Review and submit your entity's VAT Return.

 

 

 

 

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