Plan: Not Available: Intermediate, Pro Available: Elite
Users: Available: All users
Practice Management Source: Not Available: APS, Iris, MYOB AE & AO, CCH, MYOB Practice Management (formerly GreatSoft) Available: FYI or Xero Practice Manager
Internal Forms are used within a practice to collect information from team members. They ensure information is collected consistently, making it easier to manage requests and maintain records.
Watch this tutorial to learn how to:
- Create an internal form
- Complete and submit an internal form
- Display submitted internal forms in Documents lists.