Company: Status

Onto the next; Status

This is where you can set the status of a file, set the date completed, add notes and indicate whether its been billed and paid for.

Status

Update the status of the file here. This is very useful for keeping track of the progress.

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Date Completed

Enter this date only once the file is done. Please note that filling in this field will move the file to Completed Companies. They will then only appear under Show Completed

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Add Notes

Add notes pertaining to the AFS, progress on the file, any errors received etc...

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Billed/Paid

You can keep track of whether the file has been billed or paid here, if you are doing it for another company.

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