Main Details
Click on an item to find out more:
The client's type is displayed. You cannot change the client type, except where a partnership has changed to a Limited Liability Partnership, or vice versa, when the client type can be changed by selecting Change to LLP, or Change to partnership, as appropriate.
e.g. Smith's Catering
Note: If you change the client's Trading name, Control Centre will ask you if you also want to change their Correspondence and Report names. Select Yes to use the new default names, No to retain the current ones or Cancel to return to the Main Details form.
The names, client codes, start dates and end dates of all the partners of the partnership are shown in the list.
You can amend the start and end dates for sole traders and partners in a non- Limited Liability partnership by clicking on the date to be changed.
To change the start or end date for a partner in a Limited liability partnership, click Edit dates.
View and edit the personal details of the partner who is currently highlighted in the list. The partner's Main Details form opens.
Make another client into a partner and add them to the list via the Client Lookup window.
Removes the partner who is currently highlighted from the Partner list.