Add a VAT project to a client

  1. In Onvio Centre, select Setup > Clients from the menu bar.
  2. Select Edit to the left of the client's name.
  3. Select the Projects tab.
  4. Select Add from the toolbar.
  5. In the Add Project screen, select a VAT template from the drop-down list (VAT Quarterly, for example).
  6. The required fields are populated. Enter any additional information, such as the name of the staff member you want to assign this project to.

    Note: You can select Switch to Advanced Mode to enter more details such as: Project number, Priority, Extension of due date, and a Document Folder Option for storage. 

  7. Select Save. 

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