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Adding a new client

Learn how to add new client files or make changes to existing ones

  • How do I add manual data to a client?
  • Manual Upload templates
  • Adding a new client [ADMIN]
  • How do I sync information in from Companies House
  • Manual uploads with dimensions/tracking categories
  • Can I change the report frequency?
  • How do I add a consolidated file? [ADMIN]

Categories

  • Account Templates
  • Accounts Production
  • Adding a new client
  • Adjustments
  • Checklists
  • Communication
  • Documents and texts
  • Export
  • Insights
  • Manual Uploads
  • Mapping
  • Pulse
  • Reports
  • Syncs
  • Working papers
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