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Linking a general ledger client to a client in the Clients module

This support note applies to:

  • AO Classic General Ledger (AU)
Article ID: 25244

Following is information regarding how to link a general ledger client to a client in the Clients module.

Linking a new client > When creating a client in the General Ledger module, mark the checkbox Link to Client Database in the Client Configuration window and select the client from the drop-down list.

Linking an existing client > From within the client's general ledger, go to the General Ledger menu, select Options and the Client Configuration window appears. Mark the checkbox Link to Client Database in the Client Configuration window and select the client from the drop-down list.

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