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

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 Changes to officers don't update when I click on Refresh List.



Article ID: 1176
Last updated: 13 Sep, 2022
Revision: 15
Accounts Production -> How do I create relationships for directors, company secretaries and partners in Practice Manager?
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