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Manage Client Grading Lists/Client Priorities in BAT

Adding a policy

BAT Mail

Fact find tool in BAT

Workflow and tasks

Quote for term assurance

Document storage and download

Upload file for file check

Quicklink to upload files for checking

Attachment task error for new firms

Automated compliance emails (unlisted)

Experian Prove ID verification

Workflow and tasks

BAT support tickets

Fault on doc upload

T&C section of BAT

Pre Scrutiny

Tasks

BAT and IFAC relationship

File checks BAT view

Training on tasks

BAT in five minutes

Add IFAC as Xero User for Gabriel Access

1 of 6 Client access and messaging

2 of 6 Set up of client view

3 of 6 Client view of messages and testing

4 of 6 Client view of FF in BAT

5 of 6 Fixing the FF on BAT

Connect user administration

BAT Set up How To Guide

Taking payments on connect, using xero & the cancellation of permission

BAT administration – Tasks & Points when doing Attestations

Passwords IFAC and Connect

Vulnerable clients

DROPBOX in BAT

Uploading client documents for file check

T&C exam system

Edit Fact Find

Uploading documents

Quick Guide the Auto Suitability Reports in BAT

Editing Users and User Permissions in BAT

Manage the Fact Find Questions in BAT

Manage Task Types in BAT

Create New Users in BAT

Manage Attitude to Risk Levels in BAT

Quick Guide to Client and Company Settings in BAT

Quick Guide to GDPR in BAT

Quick Guide to Training and Competence in BAT

Quick Guide Turnover and New Business in Bat

Quick Guide to Fact Find In Bat

Quick Guide to Tasks In Bat

Data Storage on BAT

HR Intranet from BAT

Reg Data and BAT

BAT File check system

CPD training

Add Twenty7Tec users

Add a ipipeline account to BAT

Tasks and workflow amendments

Adding a Policy

Upload Documents to BAT

Twenty7Tec integration

Bulk upload Turnover

Uploading client info in Bulk

Two Factor Authenticator (2FA)

How to create a Mail Merge

Pre-Approvals