This function lets you view and update your client's addresses, both primary and other.
You can update up to 25 accounts at a time.
To view a client's address details:
- select a client
- select Profile then select Client addresses – the primary addresses and addresses for accounts related to the client will display
- for specific address types, or to limit the results, select Accounts, Postal address or Business address
- select Filter to refine your search by account number or account type.
To add an address to a client:
- at All addresses select Add
- select the Address type, Postal address or Business address. The Activity statement ABR will automatically be selected and you won't be able to deselect the checkbox. If there are multiple Activity statement accounts for the ABN only one account will be linked to the ABR
- select the country from the Country drop-down menu
- at Search address start to type the address. Predictive text will show addresses that match as you type, select the correct address.
- select the account to apply the new address to. If the address change applies to all accounts, select All accounts.
- select the declaration to confirm you're authorised to update the client's address
- select Save to confirm the change.
To update a client's address:
- select the Update button next to the relevant address and complete the mandatory fields
- select the declaration to confirm you're authorised to update the client's address
- select Save to confirm the change.
To delete a client's address:
- select the Delete button next to the relevant address and complete the mandatory fields.