Client Management           Master Account Management                     Creating a New Master Account

Creating a New Master Account (continued)

Adding a Subaccount to a Master Account (continued)

10.  Site Setup tab - Fill in all required and optional fields according to your company's policies and procedures.  This is the physical property address of where equipment is installed, serviced and/or billed for recurring services.  Make certain to select the correct tax group for the Site.

When finished, click on the System tab.

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