Firm Tools
The tools your whole firm shares: leave and cover, vendors and bills, templates, clauses, playbooks and signatures.
-
Leave cover: let a colleague handle your payments and approvals
Before you go on leave, choose a handover colleague and decide whether they may record your requisition payments and act on your approvals while you are…
-
Vendors: your approved list, imports and documents
Keep the firm’s suppliers in one approved list: import them from a CSV, add your own fields, hold CAC and KYC documents, and fill a requisition…