Overview

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The original purpose of this tool, in the now legacy user interface, is to enable a centralised place for storing business names for your clients which can then be attached to a client entity. Here you can see who it belongs to, when it was originally registered and when it's next due for renewal along with other details required to complete the next business renewal. 

However, as AccountKit has evolved so have our tools, the business name register has now been integrated within each client. This was based on community feedback and having all elements for a particularly client accessible from one place in the New UI.

 

New User Interface

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Amongst many of the efficiencies the new user interface brings is the integration of the business name register into client contacts. This instead of sitting as a separate list, now sits as a tag/item under a client's contact card for easier tracking.

To check a business name or add/remove one from a client head to people or search for a client, once in the client card head to the business name section (orange):

To then add a business name selecting the '+ Add business name' option in grey or to edit a business name click on the name already assigned. The following dialogue screen will be available.

Variables & input fields

	Variable Name	Description
1	Business Name	Enter the registered business name here.
2	Client Name	Select the applicable client that the business name is to be attached to.  This can be changed in the event that a business name is transferred to another entity.
3	ASIC Key	Enter the corporate key specific to this business name and required for doing any dealings with ASIC.
4	Original Registration	This field identifies when the business was first registered.
5	Last Registration	Here we identify the last date the business name was renewed.
6	Duration	Enter the number of years that the business name was registered for at the Last Registration date.
7	Expiry Date	This auto-populates based on the last registration date and duration of renewal. You can over-write as required.
8	Link Documents	By clicking "link or upload documents" you can link any documents you have in your document management system folders or upload them. Alternatively, you can drag and drop in this area to upload documents. This is available across various tools. For more information on this go to Shared Elements.
9	History	This allows you to see the history of changes made to the file. You can also make notes in this section as to why something was changed etc. This is available across various tools. For more information on this go to Shared Elements.

 

Legacy User Interface

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Variables & Input Fields

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	Variable Name	Description
1	Business Name	Enter the registered business name here.
2	Client Name	Select the applicable client that the business name is to be attached to.  This can be changed in the event that a business name is transferred to another entity.
3	ASIC Key	Enter the corporate key specific to this business name and required for doing any dealings with ASIC.
4	Original Registration	This field identifies when the business was first registered.
5	Last Registration	Here we identify the last date the business name was renewed.
6	Duration	Enter the number of years that the business name was registered for at the Last Registration date.
7	Expiry Date	This auto-populates based on the last registration date and duration of renewal. You can over-write as required.
8	Link Documents	By clicking "link or upload documents" you can link any documents you have in your document management system folders or upload them. Alternatively, you can drag and drop in this area to upload documents. This area will only be enabled once a document management system has been connected. See here for more information.
9	History	This allows you to see the history of changes made to the file. You can also make notes in this section as to why something was changed etc.  This is available across various tools. For more information on this go to Shared Elements.

How do I use the Business Name Register?

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To Create a new business name register go to Tool and Click Business Name Registry. Simply work your way through the fields making sure to populate the mandatory fields (marked with an *). Press SAVE to save and close the record, or NEW to save and open a new blank record.

Other Functions

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Areas that the Business Name is used

You will find the business name is used in a number of areas throughout AccountKit:

1. Client detail page - It can be viewed, added or edited direct from this page.
2. Client list page - Visible next to the legal name which links back to the record on this page.
3. Family group page -  Once again, visible next to the legal name which links back to the record on this page.

Record History & Notes

          JostpHiHistoHistoHTYyView a complete history of changes made to an entry including who made them and when they were made. In the same area, you can also add notes to the history to explain the reasoning for any changes. For full details on this go to the Menus & Shared Elements support article.

 

 

Related Articles
Menus & Shared Element	Follow the link to see our various elements shared throughout the various toolsets
Practice Settings	Follow this link see what practice defaults for the mail register can be customised.
Document Management (DMS)	Learn how to connect and manage your DMS