Adding a Client

Choose File - Client from the main menu to bring up the Client List window

Click on the Add button on the right side of the window.

You must first enter the client's Federal Employer Tax Identification number or FEIN.

After you have entered the FEIN click the OK button to bring up the new Client window. All of the information pertaining to this client is entered here.

After you add the client, the system automatically creates the first location for the new client, assigns the location the same address as the client, and opens a form for the location.