Upload company changes

1. From the Companies’ list, hover over ‘Home’ in the menu bar.
2. Select ‘Batch Changes’ from the drop-down.
3. Select the change you wish to make.
4. Click ‘Upload Company Changes’.

• If you tick ‘Test only’, this will show potential changes but won’t action these changes.

Please Note: Possible Company changes include; External reference, Trading Status, Referral Paid On, Referral Paid, Referral TC signed, User lockout, Is Disabled, Posting Windows Start and Posting Windows End.