Document numbering, layouts and approvals
For the tenant administrator. Level 3 — configure and own.
What this course is for — by the end of it you can configure document controls, and prove they behave the way they were approved.
What is published so far — 1 series, 4 presentations. Only the layout a document prints on is published. Numbering documents across companies and branches, and turning approvals on, are not.
Before you start — you can configure companies and branches, and you know what finalising a document starts.
The series, in the order to take them
- Make the e-invoice PDF your customer receives look like yours — level 3, 4 of 4 presentations ready