CiuisCRM Documentation

6.1.How does a tax consultant function? #

Consultant Function:

  • A consultant can log in to CiuisCRM just as any other staff.
  • Tax consultants have access to Invoices and Expenses Function.

 

  • Tax Consultants are not authorized to create new expenses/invoices. They can, however, access expenses/invoice already created by other staff, export it as PDF and print.

 

  • Tax Consultants also get an email every time an expense is created if the corresponding email template is activated by the admin.

Last updated on July 4, 2019
Suggest Edit