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Adding a Client

You can add a client only if you have been granted appropriate rights by the System Administrator.

1. To add a new client, open the Edit view in the left-hand pane.
2. Click the Clients button in the left-hand pane. The Clients window opens in the left-hand pane.

3. Click the Add Client Wizard button. The wizard will guide you through the process of setting up a client.

   

4. Some of the key client details you need to enter include:

   • Admin

     Select this checkbox to specify that this is an 'admin client'. All time recorded against an ordinary client is Chargeable time, so you can't record non-Chargeable or Unavailable time against it. For this you need to set up an admin client, and then create appropriate projects for the admin client. Typical admin client projects include Training, Holiday, and Internal Meetings. In these projects, employees enter time against non-chargeable activities such as Holidays. You can have any number of admin clients.

   • Invoice

     If you need a client invoice to be raised in a name other than the client's name, record the invoice name in this field.

   • Ledger Code

     An alphanumeric code required if you need to export data to a third-party accounts package.

For more detailed information, see Clients.

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