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How do I create relationships for directors, company secretaries and partners in Practice Manager?

To create a relationship for a director, company secretary or partner who is listed in Practice Manager, complete the following steps:

  • Launch Practice Manager.
  • Double-click on the relevant company/partnership.
  • Click on Relationships.
  • Click on Create Relationship.
  • In the wizard, select the related client/contact in the list.
    • If the director/partner is not in the list, select the New option and create the director/partner.
    • Note: You can select client or contact in the drop down box.

  • Click on Continue.
  • Select Director or Company Secretary and enter the date of commencement.
  • Click on Continue and Finish.

NOTE: Don't forget to enter your clients UTR numbers in partnership records. These are a key component to finalising the relationships and ensuring that they link correctly. 

  • Repeat the above instructions for all directors, company secretaries or partners you need to add.
  • Click on Continue until the Finish page.
  • Click on Finish and Save.

If you make any changes after an accounting period has been created, read the Knowledge Base article Error: Changes to officers don't update when I click on Refresh List.
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