Jobs
Creating and Managing Jobs · Job Setup: Questionnaire, CoA Mapping and Data Sources · Client-Level CoA Mapping · Running Automation and Viewing Results · Resetting a Job
- Creating and Managing JobsAdding a job manually or importing from XPM, and what happens once it's created.
- Job Setup: Questionnaire, CoA Mapping and Data SourcesGetting a job ready before running the automation.
- Client-Level CoA MappingMapping a client's chart of accounts before it flows through to individual jobs.
- Running Automation and Viewing ResultsWhat happens when you click Run Zato, and where to find the output.
- Using the Job ChecklistSwitch on the firm’s checklist for a job and work through it in Ziffy.