Overview
The Clients header section is the top part of the applet screen on the Clients applet.
Fields: (Descriptions below)
| • | Firm Code - User-entered firm identification. Each firm must have a unique code. |
| • | Re-Code - The Re-Code link allows the user to change the code for an existing client firm. The link is required in order to prevent the accidental changing of a client code. Clicking on this link will open up the client code field, making it editable. To Re-Code, enter the new code to which you would like to change the client's identification and click Save. This will change the client code here and on all related entries and transactions throughout the system. |
| • | Firm Name - Firm Name. |
| • | Firm Web Site - Firm Web Site |
| • | Parent Firm - Parent firm code. Firms can have parents. Only two levels are supported in the current version. This allows for the association of firms (especially for roll-up purposes) and is exposed in areas of the program such as the A/R and A/P sub-ledgers and Client Queries. |
| • | Active - When checked, designates that this is an active client and available for transactions and assignments. |
| • | Prospect - When checked, designates this is a prospect, rather than a billable client. |