Client list/Charts
Go to the Set up Menu > Client list/Maps >
Import Client list - Via an excel import
or
Add Client: Manually by typing in
Sat, 25 Oct, 2014 at 9:36 PM
Client Maps
These are essentially files containing mapping of accounts production codes matched against bookkeeping software accounts names.These file are...
Fri, 2 Oct, 2015 at 10:07 PM
Client mapping files can be created in 3 ways
Automatically when items are coded for the client in the work area
Importing an excel file contain...
Fri, 2 Oct, 2015 at 9:57 PM