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Data is imported once, so it is important to ensure accuracy and consistency prior to uploading.
Not all fields are required at import, optional fields can be added to the system manually at a later date when/as required.
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IMPORT CLIENTS & DEBTORS
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Download the clients and debtors import file here. |
Clients
Clients are global.
A client record includes all customer related information such as resources, addresses, phone numbers, documents and most importantly links jobs for reporting purposes.
There is total freedom in defining the customer level and customer names.
WorkBook includes default non-billable clients to set-up internal jobs against, i.e. Internal, New Business, Leave etc.
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