How to create a Business

Overview

Setting up Business in Core Practice is important for proper recording of taxes and income. This is also essential for the creation of a provider's profile and publishing of Business Statements. 

Here are the simple steps on how to setup a Business.

Steps

1. Click the cog button and go to Settings. 

2. Select Businesses under Your Business banner.

3. Click on Create Business. 

4. Fill out the necessary information such as Business name, Status, Commission Method, and Commission. You can also add the ABN as well.

5. Hit on Save Changes.

If you have any questions, please click the yellow Help button at the bottom left and chat to us. We are more than happy to help!