Petra as a staff member for tax advisor training

Once the integration with the accounting and invoicing software is up and running, Petra should also be able to view the company account and match incoming and outgoing payments to outgoing and incoming invoices. In addition, Petra should be able to process incoming and outgoing invoices via email. Ideally, Petra will eventually be able to draft quotes and invoices independently using digital worksheets and send the invoices and quotes via email on her own. Petra should also be able to create documents in Microsoft Office and convert them to PDF. She should be able to save these in cloud systems and clearly document in the calendar that she has completed these tasks.