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Converting Tags in Financial Documents

Meaghan Morris avatar
Written by Meaghan Morris
Updated over a year ago
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6 STEPS

1. Click finances.

Step 1 image

2. Click adjustments. Note, you may also wish to click account or trust ledger.

Step 2 image

3. Click editor.

Step 3 image

4. Click the three dots beside the document title.

Step 4 image

5. Click convert tags.

Step 5 image

6. Click convert tags.
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That's it. You're done!

Step 6 image

Next step: Practice

start iorad content - don't remove it
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