After converting a client from VAP

Last modified 03:01, 15 Jul 2016

After the client has been converted from VAP there are two cases.

If the contacts were imported from VAP

  • Approve any draft contacts that have been created. This does need not be done immediately as the accounts can be produced while the contacts are still draft.
  • Go into the Officers screen. The officers that sign the Trustees' Report or the Personal Representatives’ Report should be ticked in the Signatory column on the Officers screen. These signatories are picked up using the #bsig command.

If the contacts were not imported from VAP

  • Set up the required contacts on the Associated tab. These are the Contacts shown on VAP's Names tab in Statutory Database, apart from those that appear on the Officers screen.
  • Go into the Officers screen. Add the remaining Officers.
  • The officers that sign the Trustees' Report or the Personal Representatives’ Report should be ticked in the Signatory column on the Officers screen. These signatories are picked up using the #bsig command.

Related

Page statistics
378 view(s) and 9 edit(s)
Social share
Share this page?

Tags

CCH CGT & Dividend Scheduling

Comments

You must to post a comment.

Attachments

 

 | Cookie Policy | Copyright | Privacy Policy Terms of Use | Contact Us |