To add a Partnership, click Search > New Partnership. The Partnership window displays.

From the General > General tab, enter the partnership Name.

Note: All fields marked in red are required fields.

Note: The Management Charge is set to 1.5% by default but can be changed.

Note: If the company is VAT registered, the following steps are required.

From the General > Accounting tab, enter the Registered Number and select any other relevant data. Note: All peach coloured fields are required.

Note: The Management Charge is set to 1.5% by default but can be changed.

From the Currency & Banking tab, select the default accounts for the partnership.

Note: Click here for instructions on adding bank accounts.

Click Add. The Companies window displays.

Select the companies to add to the partnership and click OK. The companies are added.

Note: For instructions on creating a New Company, click here.

Click Investor. The Investors window displays.

Select the investors to add and click OK. The investor displays in the field.

Note: For instructions on creating a New investors with contacts, click here.

Enter the % Stake the investor has in the partnership.

Click OK to close the Partnership window.