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Manage basic data
Manage basic data
Updating basic data
Select Organization > Master data > Contacts > Manage basic data.
With the version information, you will occasionally receive a message that a new update is available for tax offices and bank sort codes or other basic data. Import this via More actions (three-dot menu in the ribbon) > Update basic data > Perform update.
Simplify this process by ticking the box next to "Perform automatic update (recommended)".
, multiple selections available,
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