Versions Compared

Version Old Version 5 New Version 6
Changes made by

Matthew Garrett

Matthew Garrett

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.


Column

Insert excerpt
The Finance Shop Knowledgebase MenuThe Finance Shop Knowledgebase MenuTFS User Guide Table
TFS User Guide Table
nopaneltrue


Column

The Client Accounts screen is used to store information a client's accounts.


Expand
titleOpening the Client Accounts Screen - Click here to expand...
  • From the Client menu, select Accounts.
  • From the sidebar, select Client then Accounts.



Expand
titleAdding an Account - Click here to expand...
  1. Press the New button. The Account dialog will be displayed.



  2. Enter the account details.
  3. Click the OK button.


Tip

The account information can be used in mail merge document to create Direct Debit forms


...