Once the "Financial Report" status is "Out to Sign", user has an option to publish it by batch/bulk.
Navigate to "Dashboard" and select "Work"
Click the client/"Financial Report" that you want to do batch publish.
Modified on: Thu, 14 Mar, 2024 at 12:39 PM
Once the "Financial Report" status is "Out to Sign", user has an option to publish it by batch/bulk.
Navigate to "Dashboard" and select "Work"
Click the client/"Financial Report" that you want to do batch publish.
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