Manage mandates and their periods

Trust work is cyclical. The same client produces the same obligations every month, quarter or year. The risk is not difficulty but a missed date.

Add a trust client

1. Open the customer in your customer list, or create a new customer.
2. Tick Manage as trust client. The form shows how many you use, for example Clients: 1 of 1.
3. Save. You see Trust client created.

If your limit is reached, the customer is still saved. Additional clients can be purchased in your plan. See Extra employees and extra companies.

Work a period

1. Open Trust services → Clients and select the client. A mandate is Active, Paused or Ended.
2. Choose the country profile. Available are Standard (neutral), Switzerland, Germany, Austria, United States and United Kingdom.
3. Open Periods and select New period. IDup can also create several periods at once, for a calendar year or a different financial year.
4. Request the documents the period needs. The client receives an e-mail and can upload in the app.
5. Move the period through its steps, for example Documents requested, Documents received, Booked, Reconciled, Prepared, Awaiting approval, Approved, Filed, Closed. The steps depend on the area.
6. Overview shows every mandate at once: on track, waiting for the client, or late.

Deadlines

Deadlines are suggestions that you must check yourself. They are marked that way on the screen.

Your clients

Each plan includes 1 trust client. Additional trust clients cost 29 USD per month. Periods are not counted separately.