Adding a new client

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

Sort by Default Sort A-Z Sort by Popularity Sort by Last Updated

• 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]