View a dossier item

There are several ways to view dossier items.

Description

You can view a dossier item by first finding the destination (organisation, person, employee, etc.) and then opening the Dossier tab.

You can also use the Centrale dossierweergave. This view contains nearly all dossier items that have been submitted by all users in Profit.

There are number of dossier item types that you cannot see in the central dossier view, including: Pay slip, Annual statement, Document (Caseware). You can find these at the destinations on the Dossier tab, if applicable.

Procedure

• View dossier items with organisation as the destination

  You view dossier items at their destination. This is the organisation or the person (or employee, income tax client, employer, etc.) for which the dossier items have been recorded.

Also see

• Display the central view with dossier items

  The central dossier view is a view with nearly all dossier items in Profit.