Add

Front Office

Add a new Job or 'general' activity from the Dashboard 'Quick Access' section.

Add a new record via a front office search screen. This item is available on the top right of search screens for Parent, Client, Job and Candidate.

Add an item within record sections where this action is displayed ie; in the Client record, the Contact section has an action to 'Add' a new Contact.

Back Office

Add a new linked Payee. Available in the Payroll > Payee Search > Search Result list items. Used to create a linked Payee record, where the Payee works across multiple pay companies and or can operate as an entity or PAYG.

Add / create a new process. For example, Add a new Pay Batch, Add an Invoice or Credit Note, Add an Agreement.