• Clients list
  • Overview
  • Adding a Client
  • Client properties and options
  • Modifying Client properties and options
  • Assigning Clients to Groups
  • Entering customized codes in the Client List
  • Assigning customized alternate codes to clients
  • Renaming the alternate codes
  • Inputting the default "attention" wording:
  • Deleting a Client
  • Performing a year end close

Adding a Client

Set up clients from the Clients dialog to file your client information, configure client options related to reporting and documents, and assign or associate clients to other features in Time.

Note: For Time users with Cloud Integration enabled, this operation can also be performed from CaseWare Cloud. See more...

Prerequisites

 With Protection activated, you require the following right in the file

• Clients: Create/Delete under the Setup: Clients category

If Cloud Integration is enabled,

• You must be Online to perform this operation. When you are Offline, this operation is disabled.

• Your account on Cloud must be assigned a role that grants Create permission on the Entity object.

Procedure

1. Access the Clients dialog from the menu Setup | Client.

2. Specify a Client No..

   Note: If the form is empty you can enter one immediately, otherwise click New to clear the dialog first.

3. *Required Step* Specify a Name for the client under Client Information.

   By default, the Short name is automatically populated with the first 10 characters in the client Name. This can be changed.

    Note: If Cloud Integration is enabled and you are working Online, then a merge is automatically performed with CaseWare Cloud immediately after this step.

4. Complete the remaining Client Information fields. Use the tabs in this dialog to file additional information on this client. >>Quick Reference

   

   1. Documents

      Configure the address that appears on client letters, invoices, statements, and credit notes.

   2. Attention

      Set up to four contacts to appear on document attentions.

   3. Tax Info

      Set up tax codes and tax rates for this client's jurisdiction.

   4. Billing Info

      Enter payment information and configure billing options.

   5. Staff

      Assign staff members to this client.

   6. Contacts

      Assign contacts to this client.

5. Click Close to finish or click New to add another client.

Results

After the client is added to the file, you can reference this client when entering time and expense.

Tips

• Summary or detail Client Lists can be printed using the automatic documents on the Document Manager. Show me