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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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