Client Management

Specific changes have been made to Account and Contact functionality to include most generally required KYC statutory requirements. For example a "Capacities" relationship has been designed to allow formal relationships to be tracked within P2 with start and end dates. This allows you to track appointment and resignation dates of officers and officials within client entities. "Entity type" functionality allows you to hold different styles of KYC information on individuals, partnerships, companies, funds and trusts. Multiple engagements (jobs, projects or matters etc) can be managed for each client to reflect the separate pieces of work being performed for any client (e.g. year end accounts, audit, and tax return for an accountant or buildings under management or sites for an architect). P2 fills the gaps in the specific ways needed for Professional Service Organisations.