Addresses

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Overview

Any number of address records can be created and addresses can be linked to multiple clients. Address records are used to store the main business address and can also be used to store the registered office. How the accounts formatter obtains details of contacts and addresses is user definable and is described below.

View or maintain addresses

  1. Open a client and select the Addresses tab.

  1. Select the option Add/ Maintain on the Task Bar and the system will display the Address maintenance tab from which you can view, add, edit, link, or delete a client’s Address.

You can toggle between the grid and card view by using the Card View option at the bottom.

You can add a new address using one of the following:

  • Card View
  • Grid View

In Card View

  • Click in the Address field under Add a new address here.

In Grid View

  1. Type the address details in the data entry row at the top.

  2. On completion of the entry, when you move away from the card or grid view, press the [Enter] key in the entry row.
    The following prompt is displayed:

  1. Click Yes and you will then be asked to select the type of address you are adding:

  1. Select the Address Type from the drop down list and click OK.
  2. To remove an address, highlight the row or card and select Delete from the Task Bar.
  3. To enter an address once and link it to multiple client records, in the Address Search and Maintenance window, enter the search criteria that will find the address you are interested in and click Search.

Address Maintenance Search

Select the address to be used and click Link in the Task Bar. The system displays the Select address type window for you to select the type of address you are adding. This window displays the existing addresses in use by the client for information.

Start and End dates

Each address has a start and end date. Be careful when adding addresses as the start date defaults to the date of entry and this is unlikely to be the first date from which the address is relevant. The start and end dates determine if an address is relevant to an accounting period. Hence, if the start date falls before the last day of the accounting period and/or the end date falls after the start of an accounting period, the address will be used in the financial statements. If they fall out of the accounting period then the address will be ignored.

The benefit of this approach is that you can have a history of different addresses and the system will chose the correct one for each accounting period.

Note that for both Associations and Addresses, if you leave the start and end dates blank then it will be taken that the record is relevant for all accounting periods.

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