Companies
Please note: adding a new company is only available to non-API tenants. If your office uses an API, this feature is not available to you. To add a new ...
Tue, 22 Jun, 2021 at 11:02 AM
The Retainers feature allows for the collection of transactions that are not based on placements or specific positions. To activate this feature on a speci...
Thu, 21 Apr, 2022 at 4:44 PM
The Company Transactions feature makes it easy to record non-placement transactions with a specific company. To record a transaction, go to the Companies m...
Wed, 4 May, 2022 at 11:42 AM
Payments can be applied to either a company itself or an existing transaction. It is recommended by HA that you first create a transaction to apply payment...
Mon, 1 Aug, 2022 at 3:20 PM