Operating the Firm database. HandiSoft HandiTrust 2015

Chapter 5. Firm database HandiTrust 2015

Figure 22: The “Firms” window

Operating the Firm database

You can perform the following operations in the Firm database:

Create a firm

1. From the

View menu, click Firms to open the “Firms” window.

2. Click

New. The “Firm Detail” window will open.

Figure 23: The “Firm Detail” window

3. Complete the “Firm Detail” window.

4. Click Save and then Close.

Tip: For information on the “Firm Detail” window, press F1 to display the online help.

Select a firm

When you enter transactions into HandiTrust 2015, you must indicate the firm to which the transaction relates. You do this by selecting the required firm from the “Firms” window.

To select the required firm, in the “Firms” window, highlight the firm and then click Select.

Edit a firm

To alter a firm's details, including its default service and handling fees:

1. From the View menu, click Firms. The “Firms” window will open.

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