TRUMBLES T1 SMALL BUSINESS ACCOUNTING MODEL

ADDRESS RECORDS

This sheet contains the Address Records lookup table for your clients

Company names and addresses can be added individually as you submit a record in the Submitted Records sheet

You can also enter company names and addresses in advance directly into the Address Records lookup table in the Address Records sheet. After they’ve been entered in the lookup table, company names will appear in the Submit Records Company Name drop-down selector field (cell P7) and address fields will autofill as records are submitted

Maintaining Client Address Records

Any changes made in the Address Records sheet will only be applied to new records entered via the Submit Records program. Any records submitted before the change will continue to show the previous name and address

If you need to change a previously submitted record to display a new company name or address, go to the Submitted Records sheet, click the Amend Record button and follow the instructions

To amend a Client Address Record:

1. Go to the record in the Address sheet and overtype it as required

2. Click Sort Unique

To delete a Client Address Record:

1. Clear the contents of all the fields in the record that you want to delete (Columns B to H)

2. Click Sort Unique

To add a new Client Address Record:

1. Go to the last record in the Address sheet and enter a new record on the first blank line directly below it

2. Click Sort Unique

Client names must be unique. If you need to add more than one address against a particular client, you must vary the client name

Field descriptions can be found inside heading cells (row 11)

Record views can be expanded or compressed by clicking the SwitchTo ListView/WrapView toggle button