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How-to • Transactions

What are Task Autofills

    Task autofills help you to set a checklist of steps and pre-define tasks which you can use, modify, add-to, or rearrange to move your transactions to completion.

    Autofill tasks:

    • Assing Tasks
    • Upload File
    • Kickoff Meeting
    • Reimburse Purchase
    • Review Comments
    • Final Work
    • Final Payment

      These are basic guidelines and only serve as a starting point. Please change to best meet your objectives.

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