How do I create relationships for directors, company secretaries and partners in Practice Manager?

Article ID: 1176
Last updated: 25 Jul, 2023

To create a relationship for a director, company secretary or partner who is listed in Practice Manager, complete the following steps:

  • Launch Practice Manager.
  • Double-click on the relevant company/partnership.
  • Click on Relationships.
  • Click on Create Relationship.
  • In the wizard, select the related client/contact in the list.
    • If the director/partner is not in the list, select the New option and create the director/partner.
    • Note: You can select client or contact in the drop down box.

  • Click on Continue.
  • Select director, company secretary or partners and enter the date of commencement.
  • Click on Continue and Finish.

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. 

  • Repeat the above instructions for all directors, company secretaries or partners you need to add.
  • Click on Continue until the Finish page.
  • Click on Finish and Save.

To create multiple relationships for the same person/entity, complete the following steps:

  • Launch Practice Manager.
  • Double-click on the relevant client.
  • Click on Relationships.
  • Add the individual/entity first by selecting Create Relationship.
  • Click on Finish and Save.
  • Tick Show all available relationship headings box at the bottom left of the screen.
  • Hold Ctrl on the keyboard and click to drag the relationship onto the additional area as required – Holding Ctrl will copy the relationship, if you simply want to move the relationship, you can move the individual/entity by dragging the relationship into the relevant headings.

If you make any changes after an accounting period has been created, read the Knowledge Base article How do I update the relationship details in Accounts Production (Refresh List)?.

Article ID: 1176
Last updated: 25 Jul, 2023
Revision: 19
Views: 4019
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Also read
item How do I update the relationship details in Accounts Production (Refresh List)?
item How do I import data from SA800 to SA104 Partnership Pages (Practice User)

Also listed in
folder Accounts Production
folder Accounts Production -> General Use