Create new clients

 

  1. Click hamburger.png and select Onvio Centre.
  2. Click on Setup > Practice: Clients
  3. Click Add.PNG
  4. In the General Tab, select
  • Select Entity type (Individual, Company, Trust etc)
  • Set mandatory fields: Client ID (unique), Name
  • Best to add Tax File Number (TFN), Australian Business Number if available (ABN), address/es, contact number/s, date of birth if available, email address, etc