startEdit Client Mapping
How To

Edit Client Mapping

CCH OneClick
Last update: Reading time 1 minutes
Client ManagementOpen IntegrationSynchronising Data

    1.       If you need to edit the client mapping, then this can be done by selecting Edit Mapping from the menu bar

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    2. Select the Account code you wish to edit and type in the code or part of the description

    3. Click on Save

    The client mapping will include the client code, so it is easily identified as a client mapping.

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    4. The data will need to be re-synchronised to reflect the changes

    Note: to create a new code in CCH Accounts Production press F10.

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