Creating a Team Member's Related Company Record

If you will be issuing funds to your employees or other team members (for example reimbursing out-of-pocket expenses), you must create a related company record that can be used to process the funds disbursements. To create and assign a related company record to a team member record, follow these steps.

  1. Navigate to the detail screen for the team member you wish to work with.
  2. Click the Actions menu and select Create Related Company.

    Create_related_Company.png 
     
  3. When the confirmation dialog appears, click OK. aACE will automatically create a company record and link it to the team member record.
    Note: If you wish, you can also create a contact record when the system prompts you (this option is also available from the Actions menu.)
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