how do I set up my clients to automatically create activity statements for them

Question

I have fixing the area for myself - I was shown yesterday at a meeting how to add clients but cannot remember can anyone help please

AmandaMYOB · Accepted Answer

Hey @penejane

It's a really easy set up process. You'll want to go to your clients list, select the relevant client and go to the Auto-create activity statements section where you'll be able to edit the details. Check out this page for more information and detailed step by step instructions.