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Matthew Garrett

Matthew Garrett

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TFS User Guide Table
TFS User Guide Table
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The Accounts tab allows users to enter bank account details for the client.

Bank account details would only be captured for the purpose of printing out direct debit forms for where the client will be making their payments from.

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Expand
titleAdding a Bank Account - Click here to expand...
  1. Enter the account details.
  2. Click the right-arrow button (Image Modified) to move the account into the Accounts list on the right-hand side of
thedialog
  1. the dialog.

Note

To remove a redundant or incorrect account, select the account from the Accounts list and click the left-arrow button (Image Modified).

Process Navigation

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Image Removed Create a New Client 

Image RemovedGeneral 

Image RemovedAddress\ Telephone

Image Removed Contacts

Image Removed Marketing

Image Removed Services

Image RemovedReferences

Image RemovedAccounts

Image Removed Employment

Image Removed Assets

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