General Settings

Transfer "Assigned clients" to other "Member"
Scenario: Carlo Nolasco and AC Doe is both a Member/Agent in the same firm., and the client's of "Carlo Nolasco" will transfer to "AC Doe...
Fri, 5 Apr, 2024 at 7:51 AM
Adding Multiple Companies (Non Tax Agent)
Illustration A group of 5 companies that are all owned by a single holding company, how to set this in LodgeiT? Add the 'parent' company as the...
Fri, 24 May, 2024 at 8:13 AM