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Step-by-step Guide

How do I automatically populate the Accounts Information with the client's office details?

Article ID: 3062
Last updated: 09 Mar, 2020

If you have setup Multiple Offices, (see KB3059 - How do I create Multiple Offices?) and have assigned your clients to specific offices (see KB3061 - How do I assign clients to a specific office?), you can use the TaxCalc Accounts Production default settings to ensure your client accounts use the correct office details.

Setting the Accounts Production Automatic Population of Office Details:

  1. From Admin Centre, select Applications > Customise Accounts Production.
  2. Select Auto Population.
  3. Select Populate Accounts Information with Office details to populate the Accounts Information with the name and address of the office/branch the client has been assigned to.
Article ID: 3062
Last updated: 09 Mar, 2020
Revision: 3
Views: 162
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