Client Accounting Information




The client accounting screen contains a few items related to customizing various aspects of an individuals account.  




1)  At the Main screen.

2)  Locate the client for whom you would like to edit their accounting information.

3)  Click on 'Client Information' in the upper right side of the Main Screen.  

4)  The Client Information screen similar to the one shown below, will be displayed.  



5)  Notice that there are several tabs located across the top of the client information screen.

6)  Click on the tab labeled "Accounting" and you should see a screen similar to the one shown below.





Each of the items in this screen are described below:






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