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)".