How to Load a New Client/Edit Existing Client

How to load a new client/edit existing client

Go to main menu>>click on Masters>>Client:

Click on the new icon to create a new entry. Then fill in all the relevant information.

You need to setup the Partner and Manager so that you can select it when creating a new client.

Then you go to the bottom to the “Demographics” tab. Click on edit to fill in the information.

Then proceed to the “Other Details” tab. Click on edit and fill in the information.

Then you go to the “Tax Details” tab to activate your client as a tax client. Click on new and tick the relevant boxes

Then go to the “Sec Client” tab to activate your client as a secretarial client. Click on new and fill in the relevant information