Additional Info & Bank Accounts

There are two tables for additional information

Additional Info

Additional Bank Accounts

Additional Info

The new tab enables you to capture extra info for any client: 

• Document Type: Founding Document, Bank Account, Annual Financial Statements,  Asset Register, Resolutions, Other, Accounting Officer, Auditor 

• Description 

• Note 

• Date 

Additional Bank Accounts

This table can also be accessed from the client table. The primary bank account needs to be added under the Client Table in the Profile/Login Details section.

This section pulls through to other areas in the system. Additional bank accounts can then be added by going to the Additional Bank Account tab and clicking on ADD RECORD in the top right-hand corner.