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Set up your client

Select an industry code for a client

You can use the
Select Industry Code
 window to select the appropriate industry code for your client.
  1. Select
    Setup
    Clients
    Main tab
    .
  2. In the Client info section, select the ellipsis next to the
    Industry Code
     field.
  3. Select the plus signs for the codes to expand the list and break down the list into more specific codes. When you highlight an individual code,
    Select
     becomes available so you can select that industry code for the current client.
  4. Enter a search term in the field and select
    Find
     to display the
    Find Industry Code Results
     window, which lists only the industry codes containing your search term.

This article applies to:

  • Product: Workpapers CS