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Overview
Clients are Firms that you are doing work for. Clients are required for billable projects. You typically will be sending them an invoice (AR).
Note: Like Vendors, Clients are also firms. If the Client you want to set up already exists (as a vendor, or prospect) simply recall the firm to the screen and clicking Save. This will establish it as a Client.
Field Descriptions
Below are field descriptions for the Employee Header section.
** Indicates a required field
| • | ** Code - User-entered Client Identification Code. Each Client must have a unique code. |
| o | 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. |
| • | Active - When checked, designates that this is an active client and available for transactions and assignments. |
| • | Web Site - Clients 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. |
| • | Prospect - When checked, designates this is a prospect, rather than a billable client. |
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