Address change(s) not flowing through from AE into Corporate Compliance (AECC Integrated sites only)

This support note applies to:

• AO Corporate Compliance (AU)
• AE Corporate Compliance (AU)

For Accountants Enterprises (AE) sites that have direct integration with Corporate Compliance (CC), there are a few reasons why an address might not be flowing through from AE into Corporate Compliance. These reasons include:

• Incorrect data mapping of addresses in AE

• Incorrect use of address labels within clients or contacts in AE

• The Corporate Compliance person or corporation may not be matched to the corresponding AE contact or client

This article will explain how to verify that the Corporate Compliance data mappings in AE are correct and how to verify the correct address types are being used within your client and contact records in AE. It will also explain how to determine if your CC contact is linked to its AE record.

To verify the correct address types are being utilised within a contact or client in AE

1. From within AE, open an affected client or contact. The contact or client main tab will display
2. Click on the addresses tab. The addresses tab will display all address types for this contact or client
3. Verify that the address types that are being utilised are consistent with the data mappings in the Corporate Compliance settings. The addresses have been verified as correct.

If the wrong address type is being utilised, add the correct address type and launch Corporate Compliance to confirm that the address is now flowing into Corporate Compliance.