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 — 3 series, 8 presentations. Numbering documents across companies and branches, and the layout a document prints on, are published. Turning approvals on is 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
- Number your documents across companies and branches — level 2, 2 of 2 presentations ready
- Make the e-invoice PDF your customer receives look like yours — level 3, 4 of 4 presentations ready
- Choose the layout every document prints on — level 3, 2 of 2 presentations ready