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For guidance on creating a single Client Company read the following Guide. In order to perform a bulk import of Customer Companies, you need to navigate to Master Data → Customer Companies and click on the Import Company Master Data button: This will open a sub-menu where you can download the blank template . . . Continue reading...
In order to do a bulk import of Client Companies read this guide. To create a Client Company navigate to Master Data → Client Companies: Then click on Add Customer Company: Note: Creating a Client Company automatically involves creating a Client/Supplier present in Tax Management. The master data present in Customer Companies . . . Continue reading...