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9th April

Catch up on this Engager live training session

 


Takeaways
1. Live Show Introduction and Q&A instructions
2. Detailed explanation of HMRC agent and client authorisation
3. Emphasis on correct manual entry to avoid postcode errors
4. Overview of current VAT data integration and future API enhancements
5. Companies House integration with nightly data sync and updates
6. Use of widgets and dashboards for job board management
7. Implementation of digital checklists aligned with job phases
8. Announcement of upcoming releases and user interface improvements
9. Introduction and demonstration of the progress bar feature
10. Enhancements in time tracking and job reporting for internal deadlines