Automation & Workflow Suite
- Overview
- Automation & Workflow Suite
Creating New Custom Values
What Are Custom Values? The Custom Value function is a Key and a Value that can be accessed anywhere in the platform. Instead of writing the same value over and over again in m ...
Revenue Manager Pro
I guide you through the behind-the-scenes of Tax Revenue Manager Pro, focusing on funnels, automations, and client experience intersections.
Revenue Manager Lite
I guide you through the process of setting up the tax revenue manager tool, explaining how to navigate the interface, customize branding, collect client information, and automate f ...
Setup For Location Templates
In your Software Setup Page > Go to Company Configuration From there, you can create and assign Templates on a company level for things like Fees, Security Tem ...
Setting Up Automation Suite Custom Values
In this video we guide you through customizing your DFY system settings. You'll need to enter various information, including custom values and company details.