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End-of-year procedures & the message drawer

Believe it or not, it’s that time of year to review your End-of-Year Procedures. As you run all of these EOY operations, are you utilizing the message drawer?

The message drawer is accessible from the top navigation bar (topnav), by clicking on the messages icon.

The message drawer shows your recent operations, so it’s great to keep track of your EOY tasks without having to navigate back to Operations. 

You can also access the Message Center by clicking the “Messages from COMPanion Corporation” at the bottom. 

Need any help with your EOY procedures? Reach out to our amazing support team at 1-800-347-4942.

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