Advisor-Client Collaboration: Payroll Approval Process

The above video is an overview of the Payroll Approval Process. 

For more details about the specific features, we suggest accessing the below articles:

• Inviting Clients and Customising Permissions
• Advisor-Client Collaboration: Data Entry Process
• Advisor-Client Collaboration: Sending Payroll for Review

And for understanding better the Clients' Actions and Guides:

• Client Collaboration: Data Entry Process as a Client
• Client Collaboration: Reviewing and Approving Payroll as a Client