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This article applies to:

  • Product: ONESOURCE Platform
  • Sub-Product: ONESOURCE Administration
  • Subject: Clients,Export,Import

Add or edit a client

  1. Sign in to ONESOURCE, then select
    Administration
    .
  2. Select
    Company Info
    , then
    Clients
    .
  3. Select
    Add
    , enter the new client information, and then select
    Save
    .
  4. Select
    Edit
     next to the client you want to change in the client list. The
    Client Profile
     screen opens.
  5. Make your changes, then select
    Save
    .