Enter the partnership's codes

Client code - You can enter your own reference code for the partnership or you can select the Default button to choose the default code. The client code must be unique. You must enter a client code if you are setting up the client for the Partnership Tax module.

Billing code - You can choose who will receive the bill for the work that will be done for the new partnership by selecting the Default Billing code or selecting a code from the list in the Client Lookup window.

Select the Default button to choose the default Billing code. This is the same as the new partnership's Client code (thus assuming that you will charge this client for the work that will be done for them).

Select the Lookup button or press the F2 key when the Billing code box is selected to access the Client Lookup window. This window displays a list of codes and the corresponding client's name. You can select a code from the list, which is entered in the Billing code box.

Group under - You can choose to group the partnership with other clients under an available heading. The headings are used for analysis or reporting purposes in Control Centre.

Select the Lookup button or press the F2 key when the Group under box is selected to access the Description Lookup window. You can group the partnership under one of the existing headings in the list or create a new description.

Select the Clear button to remove the currently selected heading from the Group under box.

Introduced by - You can choose which partner introduced the partnership to the practice.

If you know the partner's code enter it in the small box to the right of Introduced by. Their name is displayed if the code is correct. If the code does not correspond with an existing staff member the text <unknown> is displayed. If the code corresponds with a staff member who is not a partner, the text invalid partner appears.

Select the Lookup button or press the F2 key when the small Introduced by box is selected to access the Sage Taxation Users window. This is a list of the names and codes of the current partners of the practice. You can select or create the partner who introduced the partnership; their client code and name are entered in the appropriate boxes.