WCC Returns
Select PlanSmart
Select Other
Click on WCC Returns
Filter the report as required
Click on Show Report
Click on Files
Click on Upload to current file categories
Select the category
Select the file
Select who to send the email too or add another recipient.
Click on Upload Files
The client will now have a green tick to show a file was uploaded for this client.
Click on the green tick and you can now add notes and set as complete. You can also notify other users.
Click on Save
The report will show you which WCC returns have been done, or not done, if the files have been uploaded and if there are notes.
The report will also display the total WCC clients, and the % of each year that has been completed.
Select Other
Click on WCC Returns
Filter the report as required
Click on Show Report
Click on Files
Click on Upload to current file categories
Select the category
Select the file
Select who to send the email too or add another recipient.
Click on Upload Files
The client will now have a green tick to show a file was uploaded for this client.
Click on the green tick and you can now add notes and set as complete. You can also notify other users.
Click on Save
The report will show you which WCC returns have been done, or not done, if the files have been uploaded and if there are notes.
The report will also display the total WCC clients, and the % of each year that has been completed.
Updated on: 31/10/2024
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