If you will be issuing funds to your employees or other team members (for example reimbursing out-of-pocket expenses), you must create a related company record that can be used to process the funds disbursements. To create and assign a related company record to a team member record, follow these steps.
- Navigate to the detail screen for the team member you wish to work with.
- Click the Actions menu and select Create Related Company.
- When the confirmation dialog appears, click OK. aACE will automatically create a company record and link it to the team member record.
Note: If you wish, you can also create a contact record when the system prompts you (this option is also available from the Actions menu.)