Import Clients
Creating and updating clients
- Client list
- Accessing the client list
- Creating a new client
- Updating client details
- Filtering the client list
- Client Logins
Creating and accessing files
- Rolling Forward Your File (Mercia Exempt Changes 2024)
- Rolling Forward your File (Mercia Audit Changes Nov 2022)
- Rolling Forward your File
- Creating a new file
- Searching for files
- Opening and closing a file
Client and file maintenance
- Assigning Staff Users To A FIle
- File Re-Allocation
- Changing Your Currency
- Changing the year end of a file
- Updating the client name
- Deleting files