Article ID: 1176
Last updated: 25 Jul, 2023
To create a relationship for a director, company secretary or partner who is listed in Practice Manager, complete the following steps:
NOTE: Don't forget to enter your clients UTR numbers in partnership records. These are a key component to finalising the relationships and ensuring that they link correctly.
To create multiple relationships for the same person/entity, complete the following steps:
If you make any changes after an accounting period has been created, read the Knowledge Base article How do I update the relationship details in Accounts Production (Refresh List)?.
This article was:
|
Powered by KBPublisher (Knowledge base software)