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PointofEntryGuideProprietaryInformation:ForUsebyQualifactsandOurCustomersOnlyINTRODUCTION
POINTOFENTRYPROCESSFLOW
CREATINGATRACKINGLOGFORINTAKES
AccessingPastIntakeTrackingRecords7
EnteringNewIntakeTrackingRecords8
UpdatingIntakeTrackingRecords8
FollowingUpOnIntakeTrackingRecords9
CreatingPOERecordsfromIntakeTrackingRecords10
ViewingIndividualIntakeTrackingReports12CREATINGPOINTOFENTRYRECORDS
StartingthePoin
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The purpose of POEbook is to help businesses monitor their financial transactions, track expenses, and maintain accurate records for tax compliance and financial reporting.
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