When adding a client company to a Baldwins Group office account (Baldwins, Wilkins Kennedy and Campbell Dallas users), here's the 3 specific steps required when setting up a client company in AutoEntry.

Step 1 - Adding the Company

To add a company, simply click Add Company to the top left on the homepage and enter the company details in the top 5 fields, scroll to the bottom and click the clue Create Company button:

Step 2 - Adding Client ID Number

Once created you'll see the new company in your list of client companies. Now click on the settings cog to the left of the company name, scroll down to the Additional Details section and adding the Client ID/CCH number, select if they're Monthly, Quarterly or Yearly clients and then click Save:

Step 3 - Integrating to the Accounts Package for that Client

Finally, if required, on the same page as the Additional Details fields above, scroll to the top of the page and click on Integrations and click Connect to the package you're using for that client. You will need permissions to access that client on the accounts package in question but this is generally already granted.

Once connected you can return to the home page and start inviting users/clients to that company and uploading their documents.

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