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This article applies to:

  • Product: ONESOURCE Platform

Client selection support

The client selection feature is available in ONESOURCE for ONESOURCE customers with Client Manager enabled. This allows you to manage and work on specific client data for product(s) you have permission to access.

Using Client Selection

  1. Select the ONESOURCE product you want to open.
  2. If you have permissions to use multiple clients, on the
    Client Selection
     screen, select the client data you want to load.
  3. On the top menu bar, select
    Client Name
     to switch to a different client within the application.