Business Contacts
3 Topics
Business Default Contact
3 Topics
Creating A Fund Policy
3 Topics
Load Cash Transactions
3 Topics
Corporate Actions
3 Topics
Transaction Rules
3 Topics
Buying a Property
3 Topics
Selling a Property
3 Topics
Rental Statements
9 Topics
Business Contacts
Learning Outcome: Creating a new contact or selecting an existing contact. Allows a specific role (examples: Tax Agent, Accountant/Bookkeeper, Auditor, Access Controller) to be added or updated at a business level.
Module Content
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