Article ID: 1176
Last updated: 17 Oct, 2019
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.
If you make any changes after an accounting period has been created, read the Knowledge Base article Error: Changes to officers don't update when I click on Refresh List.
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