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penejane's avatar
penejane
Experienced Cover User
1 year ago
Solved

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

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

BAS
  • AmandaMYOB's avatar
    AmandaMYOB
    8 months ago

    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. 

1 Reply

  • AmandaMYOB's avatar
    AmandaMYOB
    MYOB Moderator
    8 months ago

    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. 

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