View and download files for Full Managed Services clients

This task details how to view, download, and add comments to uploaded files for Full Managed Services clients on VAT Filing Services.

After you upload a file, the Data screen displays details of the file. You can now comment on the uploaded file, and the number of comments is displayed next to the Comments icon.

To add a comment, click the Comment icon next to the file.
When a comment is added by the client or Managed Services, an email notification is sent out to both the client and Manged Services team.

Tip:
Click the Attachment icon to attach a file or multiple files to a comment. The following extensions are supported for attached files: .csv, .bmp, .txt, .pdf, .xls, .xlsx, .docx, .pptx, .ppsx, .one, and .pub.
To select a file for download, check the boxes next to the file name.

Tip:
You can also use the Search field to find a specific file.
Click the Options icon on the selected file, then click Download.
Select an option to either Open, Save, or Cancel.
To download multiple files, check the box next to each file name, then click the Download icon.

Tip:
The download icon shows how many files are selected.

Note:
Downloaded zip files contain the Client, Name, Date, Time, and Period.