Company Finance

Company Finance Sites Tab

Add and manage additional addresses for a company in ConnectWise Manage, including billing, shipping, and mail site designations.

Company Finance Sites Tab

The Sites tab lists all addresses associated with a company. Use it to add secondary locations, assign a tax code per site, and designate which address serves each billing or shipping role.

What you can do here

Note: Only one site can hold each default designation at a time. Assigning a designation to a new site removes it from the previous one automatically.

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