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Accountants Enterprise only

Adding and editing employees allows you to add new employees or to edit the details of existing employees. The position of an employee must be either Employee, Manager or Partner. Employees are assigned to returns to enable reporting by partner, manager or employee.

Practice Manager users maintain Employee details in Practice Manager and the User accounts will follow automatically.

How to maintain an employee
  1. Select Maintenance > Employees.

  2. The Select Employee index is displayed.

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