Import Clients
Creating and updating clients
- Client list
- Accessing the client list
- Creating a new client
- Updating client details
- Filtering the client list
- Creating and editing custom fields for your clients
Creating and accessing files
- 02/2021 - Mercia updates and how to use new workpaper features
- Rolling Forward your File (Mercia Changes Nov 2022)
- Rolling Forward your File
- Creating a new file
- Searching for files
- Opening and closing a file
Client and file maintenance
- Changing Your Currency
- Changing the year end of a file
- Updating the client name
- Updating the file name
- Deleting files
- Updating the file period