How to enter Accountant/Auditor information

Introduction

This topic explains how to enter Accountant or Auditor details using the Accounts Production module.

Option 1 – How to enter Accountant/Auditor details

From the Accounts Production toolbar, select Client | View

The following screen displays.

Select the relevant option; Accountant or Auditor.

The following screen displays.

Select the Agent option.

If the same details are to be used for the Accountant and Auditor, select the Also use this option for the client’s auditor option.

The following screen displays.

This screen can also be accessed by selecting, Setup | Practice Options

Select the Agent tab.
Enter the Accountant/Auditor details in the relevant fields and click OK.

The Client Accountant Options screen displays, click OK.
The Business Client Maintenance screen displays, click Save and Close.

Option 2 – How to enter alternative Accountant

From the Accounts Production toolbar, select Client | View

The following screen displays.

Select the relevant option; Accountant or Auditor.

The following screen displays.

Select the Alternative accountant option.
Click the magnifying glass next to Alternative accountant.

The following screen displays.

If the Accountant/Auditor is not in the list click New.

Highlight the relevant Accountant/Auditor and click Select.

The following screen displays.

Click OK.

The Business Client Maintenance screen displays, click Save.
Click Close.