Error: "In order to send E-signature request for this documents the client must have at least one Director."
Remarks: The software is unable to identify or locate the director associated with the entity.
Illustration: Financial Report is for Year 2023 (1 Jul 2022 to 30 June 2023)
Guidance: Check the clients "Relationship" tab, and confirm the start date through clicking the Directors.
In this casem Lulu Doe is the Director
The current "Start date" of Lulu as Director is 1 Jul 2023, it was AFTER the start of date of Financial Year 2022-2023.
Note that, the financial report goes for FY 2023 (for period 2022-07-01 - 2023-06-30).
To send e-sign to director you need to unlock the financial report
Then, change the start date in relationship to 01/07/2022 OR simply remove the start date.
