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Training Events
Every
Wednesday
at
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midday
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Manage Client Grading Lists/Client Priorities in BAT
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Adding a policy
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BAT Mail
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Fact find tool in BAT
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Workflow and tasks
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Quote for term assurance
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Document storage and download
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Upload file for file check
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Quicklink to upload files for checking
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Attachment task error for new firms
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Automated compliance emails (unlisted)
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Experian Prove ID verification
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Workflow and tasks
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BAT support tickets
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Fault on doc upload
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T&C section of BAT
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Pre Scrutiny
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Tasks
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BAT and IFAC relationship
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File checks BAT view
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Training on tasks
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BAT in five minutes
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Add IFAC as Xero User for Gabriel Access
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1 of 6 Client access and messaging
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2 of 6 Set up of client view
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3 of 6 Client view of messages and testing
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4 of 6 Client view of FF in BAT
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5 of 6 Fixing the FF on BAT
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Connect user administration
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BAT Set up How To Guide
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Taking payments on connect, using xero & the cancellation of permission
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BAT administration – Tasks & Points when doing Attestations
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Passwords IFAC and Connect
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Vulnerable clients
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DROPBOX in BAT
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Uploading client documents for file check
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T&C exam system
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Edit Fact Find
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Uploading documents
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Quick Guide the Auto Suitability Reports in BAT
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Editing Users and User Permissions in BAT
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Manage the Fact Find Questions in BAT
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Manage Task Types in BAT
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Create New Users in BAT
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Manage Attitude to Risk Levels in BAT
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Quick Guide to Client and Company Settings in BAT
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Quick Guide to GDPR in BAT
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Quick Guide to Training and Competence in BAT
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Quick Guide Turnover and New Business in Bat
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Quick Guide to Fact Find In Bat
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Quick Guide to Tasks In Bat
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Data Storage on BAT
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HR Intranet from BAT
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Reg Data and BAT
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BAT File check system
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CPD training
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Add Twenty7Tec users
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Add a ipipeline account to BAT
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Tasks and workflow amendments
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Adding a Policy
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Upload Documents to BAT
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Twenty7Tec integration
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Bulk upload Turnover
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Uploading client info in Bulk
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Two Factor Authenticator (2FA)
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How to create a Mail Merge
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