Manage Client Information

It is important that your company information is correct, as it prints on various reports. Check and update this information in the Manage Client Information page.

  1. From the menu to the left, click Administration.

  2. Select Manage Client Information. The Manage Client Information page opens.

  3. Confirm that the displayed information is correct. If you have a Vendor # and/or a State Assigned #, they should also be present here.

  4. If you made any changes, click Save.