ERPCA 18 · Compliance DSC Register, Reminders, Bill Due Reminders
ERPCA
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ERPCA 18 · Compliance DSC Register, Reminders, Bill Due Reminders
2 просмотра · 3 дн. назад
ERPCA
240 подписчиков
2 просмотра · 3 дн. назад
How to use the Compliance pages of the new ERPCA: keep your DSCs in the DSC register (expiry tiles, the DSC panel, Use DSC, New DSC, import), remind clients on WhatsApp about what is due, and send payment reminders by email from Bill due reminders. Recorded on demo data; no reminder was sent.
Chapters
0:00 Introduction
0:10 The Compliance menu
0:26 DSC register
1:00 The DSC panel
1:40 Add a DSC
2:15 Due reminders on WhatsApp
3:09 Bill due reminders
4:09 What's next
Next in the series: Office: inward and outward, visitors, documents and passwords
Narrated by an AI voice made from the presenter's own voice.
ERPCA, ERPCA tutorial, DSC register, digital signature certificate, DSC expiry, WhatsApp reminders, payment reminder, CA practice management, CA firm software