Setting up a reminder in MyCaseWare for SMSF Audit.
To set a reminder within MyCaseWare to re-order SMSF Audit engagements, you will need to a follow a number of steps outlined below.
- In MyCaseWare, click on Licences.
- Click on Site Details.
- Once accessed, you have the option to select a billing contact to send an email notification to, and nominate the amount of remaining engagements the notification will be sent at.
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