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RadiusCore Documentation

Client: Manual

If practice management integration is not enabled or otherwise unavailable, client data can be entered manually.

# Item Detail
1. Client Name
  1. Enter the client name.
2. Partner
  1. Enter the name of the Partner whose client this is.
  2. This value is purely for illustrative use on the Workpaper index page.
3. Manager
  1. Enter the name of the Manager who will be overseeing this job.
  2. This value is purely for illustrative use on the Workpaper index page.
4. Entity Type
  1. Select the appropriate entity type using the dropdown list.
  2. Entity type affects tax regulations applied throughout the workpapers.
5. Balance Month & Year
  1. Select the entity's balance month and appropriate financial year using the dropdown lists.
  2. Workpaper periods can be customised by selecting the pencil icon.

RadiusCore: Workpaper Client setup using manual input.