Overview

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Accountants Enterprise only

You can set up and edit the various addresses for clients and contacts so that their correct addresses are used for the primary, billing or statement mailing addresses.

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title	To set up a new address type

Select Maintenance > Address/Phone > Address Type on the main menu. The Maintenance — Address Type page opens. The table lists the address types in the first column with checkboxes in the remaining columns which enable you to define an Address Type as Primary Type and/or Billing and/or Statement address.
In the first blank row of the Description column, enter the Address Type.
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type note
The first 10 characters of the Address Type Description must be unique.
Select the appropriate checkbox to make the new Address Type a Primary and/or Billing and/or Statement address.
Click OK.

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title	To edit an address type

Select Maintenance > Address/Phone > Address Type. To edit an address type
Click the Address Type you want to edit.
Edit the Description.
Select or deselect the appropriate Address Type checkboxes as required.
Click OK to save the edited Address Type and close the page.

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Phone number and email address

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Overview

Using Practice Manager

Clients and contacts

Employees

Suppliers

Assignments (AE)

Timesheets, disbursements
and expenses

Billing

Debtors

Bookkeeping

Other topics