Clients are created in the resource module and are usually managed by designated role(s) or person(s) within your agency. Once a client is created, additional settings can be set/amended against the client.
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This ensures that new employees will automatically have access to this client.
To amend new employee access go to:
Resources > select the client
Open the client card
Client settings > new employee access
Select your agency/company
Select any other relevant agency if this is a shared client (for multi company databases)
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New employee access to clients > Default setting for new user access to client data
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NEW JOB SETTINGS
New job settings ensures that new employees will automatically have access to
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this client.
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FIELD
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DESCRIPTION
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Account Manager*
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Select from employee list
This will be the default on new jobs for this client
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Client type*
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Client / Prospect / Internal
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Default currency*
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If multiple currencies have been setup on your system you will be able to select from the dropdown, otherwise this will default to the standard currency in your system, i.e. AUD
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Reference key
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Field can be used for importing data, i.e. can include a record ID to import against
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External code
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Field can be used for integrations, i.e. storing a unique code
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Default payment term*
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Select from list.
Note: If you have agreed terms with the client that do not appear in the dropdown, you will need to create these in Settings.
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Credit max. check
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Set credit check parameters (optional)
This is linked to the Credit max. amount field
This feature allows you to limit new records based upon the credit balance and the status of all unpaid, overdue, invoice and/or WIP amounts.
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Credit max. amount
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Free text field to add $ value that will prevent new records once a credit limit is reached via open invoices relating to this client.
This is linked to the Credit max. check field
Enter $value, hover over cell and click on calculator icon to check current status.
If the current status exceeds the Credit Max. amount, you will be presented with a pop-up message.
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Checkboxes
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Client reference account no
Account reference has to be filled in when invoicing
Order no. has to be filled in when invoicing
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Client PO no. title
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Add prefix and by default it will auto populate in ‘Client PO title’ field on new invoices: Invoice > Header tab
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Won date
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Defaults to the date the client was created in WorkBook, it can be edited.
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Default support job
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If ticketing is setup in your system, then you can select a default job here for tickets to go to.
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Public registration number
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Store business registration number
NEW JOB SETTINGS
New job settings ensures that new employees will automatically have access to this client.
Client Defaults:
For single company/agency clients, use the first tab to select any relevant Client default settings to be applied to jobs opened underneath this client. For example, default dimensions, languages or default price lists
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Company Defaults:
For global clients (for multi company databases) use the second tab, Company Defaults, to apply job defaults to this client just for your company/agency
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New job settings > Default options when creating a new job
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There are two tabs ‘Client defaults’ and ‘Company defaults’.
Client defaults allow you check, update and manage the default options when creating a new job on this client.
Price list: Select the default rate card
Language: i.e. English – United Kingdom
Job administration fee: This field allows you to add a standard Administration fee to all jobs for that client. They fee is added as a Materials value, rather than onto a quote.
Material price group: Like rate cards, you can also create multiple Material lists. These need to be created in Settings > Price lists & activities > Material types first and will then be available to select via the dropdown.
Mileage price group: As above, Mileage lists are created in Settings > Price lists & activities > Mileage types first and will then be available to select via the dropdown.
Subsistence price group: (Ignore - Field no longer in use)
Billable value: Billable/Non-billable
Client PO number: Add a default PO number here and it will default on invoices – Job > Invoice > Create Invoice > Header tab > ‘Client PO number’ field will pre-populate
Debtor: Debtor must be set when opening a new job (checkbox). Recommended
Add custom codes: Select from dropdown
The Company defaults tab allows you to assign different values for each of the above fields by company, i.e. if you have two companies and both do work for the same client, but each has a separate ratecard, you can specify the different rate card for each company.
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FIELD
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DESCRIPTION
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Account Manager*
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Select from employee list
This will be the default on new jobs for this client
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Client type*
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Client / Prospect / Internal
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Default currency*
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If multiple currencies have been setup on your system you will be able to select from the dropdown, otherwise this will default to the standard currency in your system, i.e. AUD
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Reference key
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Field can be used for importing data, i.e. can include a record ID to import against
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External code
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Field can be used for integrations, i.e. storing a unique code
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Default payment term*
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Select from list.
Note: If you have agreed terms with the client that do not appear in the dropdown, you will need to create these in Settings.
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Credit max. check
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Set credit check parameters (optional)
This is linked to the Credit max. amount field
This feature allows you to limit new records based upon the credit balance and the status of all unpaid, overdue, invoice and/or WIP amounts.
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Credit max. amount
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Free text field to add $ value that will prevent new records once a credit limit is reached via open invoices relating to this client.
This is linked to the Credit max. check field
Enter $value, hover over cell and click on calculator icon to check current status.
If the current status exceeds the Credit Max. amount, you will be presented with a pop-up message.
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Checkboxes
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Client reference account no
Account reference has to be filled in when invoicing
Order no. has to be filled in when invoicing
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Client PO no. title
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Add prefix and by default it will auto populate in ‘Client PO title’ field on new invoices: Invoice > Header tab
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Won date
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Defaults to the date the client was created in WorkBook, it can be edited.
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Default support job
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If ticketing is setup in your system, then you can select a default job here for tickets to go to.
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Public registration number
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Store business registration number
CLIENT JOB ACCESS
Client job access > give specific client contacts the ability to create jobs against this client
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CREATE JOB PERMISSIONS
Job permissions allows multi company databases to restrict client access.
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Create job permissions > Set which access roles within companies have permission to create jobs for that client
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Refers to the company specific configurations for job creation:
For example, ‘Advanced User + Admin’ can create jobs for this specific client under Tangram Demo, but only ‘Admins’ can create jobs under Vis}it by Tangram.
You can also ‘Block’ all users from a company from creating jobs for that client.
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FIELD
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DESCRIPTION
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Account Manager*
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Select from employee list
This will be the default on new jobs for this client
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Client type*
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Client / Prospect / Internal
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Default currency*
...
If multiple currencies have been setup on your system you will be able to select from the dropdown, otherwise this will default to the standard currency in your system, i.e. AUD
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Reference key
...
Field can be used for importing data, i.e. can include a record ID to import against
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External code
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Field can be used for integrations, i.e. storing a unique code
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Default payment term*
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Select from list.
Note: If you have agreed terms with the client that do not appear in the dropdown, you will need to create these in Settings.
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Credit max. check
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Set credit check parameters (optional)
This is linked to the Credit max. amount field
This feature allows you to limit new records based upon the credit balance and the status of all unpaid, overdue, invoice and/or WIP amounts.
...
Credit max. amount
...
Free text field to add $ value that will prevent new records once a credit limit is reached via open invoices relating to this client.
This is linked to the Credit max. check field
Enter $value, hover over cell and click on calculator icon to check current status.
If the current status exceeds the Credit Max. amount, you will be presented with a pop-up message.
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Checkboxes
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Client reference account no
Account reference has to be filled in when invoicing
Order no. has to be filled in when invoicing
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Client PO no. title
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Add prefix and by default it will auto populate in ‘Client PO title’ field on new invoices: Invoice > Header tab
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Won date
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Defaults to the date the client was created in WorkBook, it can be edited.
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Default support job
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If ticketing is setup in your system, then you can select a default job here for tickets to go to.
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Public registration number
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Store business registration number
PRICE QUOTE SETTINGS
Allows you to set default price quote settings for this client.
Select if you would like to show sales tax (VAT/GST) on your price quotes
Add/edit the Comment (default footer) that will show on price quotes for this client
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Create job permissions > Set which access roles within companies have permission to create jobs for that client
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Refers to the company specific configurations for job creation:
For example, ‘Advanced User + Admin’ can create jobs for this specific client under Tangram Demo, but only ‘Admins’ can create jobs under Vis}it by Tangram.
You can also ‘Block’ all users from a company from creating jobs for that client.
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Price quote settings > Set client specific default options when creating new price quotes
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To amend new job settings go to:
Resources > select the client
Open the client card
Client settings > new job settings
Client Defaults:
Client defaults allow you check, update and manage the default options when creating a new job on this client.
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FIELD | DESCRIPTION |
Price list | Select the client’s default rate card |
Language | Client’s WorkBook language e.g. English – United Kingdom |
Job administration fee | This field allows you to add a standard Administration fee to all jobs for that client The fee is added as a Materials value, rather than onto a quote. |
Material price group | Like rate cards, you can also create multiple material lists. These need to be created in settings > price lists & activities > material types first and will then be available to select via the dropdown |
Mileage price group | As above, mileage lists are created in settings > price lists & activities > mileage types first and will then be available to select via the dropdown |
Subsistence price group | (Ignore - Field no longer in use) |
Billable value | Should new jobs for this client default to billable or non-billable |
Client PO number | Add a default PO number here and it will default on invoices |
Debtor
| Debtor must be set when opening a new job (checkbox). This is a recommended setting. |
Add custom codes | Select from dropdown |
Company Defaults:
The company defaults tab allows you to assign different values for each of the above fields by company, i.e. if you have two companies and both do work for the same client, but each has a separate price list, you can specify the different price list for each company.
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CLIENT JOB ACCESS
Client job access gives specific client contacts the ability to create jobs against this client.
To add contacts to client job access go to:
Resources > select the client
Open the client card
Client settings > client job access
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CREATE JOB PERMISSIONS
Job permissions allows multi company databases specific configurations for job creation and the ability to restrict client access.
To create job permissions go to:
Resources > select the client
Open the client card
Client settings > create job permissions
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PRICE QUOTE SETTINGS
Allows you to set client specific default options when creating new price quotes.
To access price quote settings go to:
Resources > select the client
Open the client card
Client settings > price quote settings
Select if you would like to show sales tax (VAT/GST) on your price quotes
Add/edit the Comment (default footer) that will show on price quotes for this client
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FIELD | DESCRIPTION |
Use fixed debtor address as PQ receiver address, otherwise use client address:
Price quote lines (checkboxes):
Allow editing of the profit margin on purchases on price quote lines Add profit margin to individual purchases on a case-by-case basis to purchase lines (checked recommended) Allow editing of material calculation ‘Sale’ and ‘Hours/unit’ (checked is recommended) Enable multi-resource allocation on price quote lines Checking this option allows you to add multiple resources (employees) to each line of a price quote.
Enable GST on price quote (show GST setting on header), When enabled GST rate displays in the price quote footer across all tabs Default VAT/GST rate on price quote Overwrites the standard GST rate on new price quotes. Note: Company variable 24 ‘Get VAT settings from client or debtor’ must be set to ‘0 – Client’ for this to function to work
Price quote is required when changing job status to ‘In progress’ The system will default according to the configurations selected in system variables 551 and 617. For instance, if 617 is set to only allow the user to change job status to 1 or 2 if no price quote exists, you will be able to enforce a stricter restriction here. However, if 617 is set to ‘Price quote must be externally approved’ and you select ‘Price quote is not required’ here, the system variable will override this.
Price quote template: If you would like to copy the title, introductory text and comments to every new price quote from an existing PQ, simply enter the ID number in this field. The ID number, i.e. ‘46’, can be found on the bottom left corner of the price quote, or in the dropdown at the top of the page
Standard texts: enter text that you would like to default on to new price quotes · Default title · Introductory notes · Comment
Default price quote attachments: Allows you to merge a PDF file to a specific price quote at the point of printing Files must be uploaded in Settings > Folders, reports & documents > Report attachments All attachments will be available to select in the PQ print settings (whether added as a default or not, across all companies and clients)
Allow PQ amount exceed the total Client Order (PO) amount A red warning bar will appear when the project value exceeds the PO amount entered here.
Copy print settings to new price quotes: Select the default print settings for new price quotes. | If Client address and Debtor address are different, select which should appear on Price Quotes. |
Price quote lines (checkboxes):
Allow editing of the profit margin on purchases on price quote lines Add profit margin to individual purchases on a case-by-case basis to purchase lines (checked recommended) Allow editing of material calculation ‘Sale’ and ‘Hours/unit’ (checked is recommended) Enable multi-resource allocation on price quote lines Checking this option allows you to add multiple resources (employees) to each line of a price quote.
Enable GST on price quote (show GST setting on header), When enabled GST rate displays in the price quote footer across all tabs Default VAT/GST rate on price quote Overwrites the standard GST rate on new price quotes. Note: Company variable 24 ‘Get VAT settings from client or debtor’ must be set to ‘0 – Client’ for this to function to work
Price quote is required when changing job status to ‘In progress’ The system will default according to the configurations selected in system variables 551 and 617. For instance, if 617 is set to only allow the user to change job status to 1 or 2 if no price quote exists, you will be able to enforce a stricter restriction here. However, if 617 is set to ‘Price quote must be externally approved’ and you select ‘Price quote is not required’ here, the system variable will override this.
Price quote template: If you would like to copy the title, introductory text and comments to every new price quote from an existing PQ, simply enter the ID number in this field. The ID number, i.e. ‘46’, can be found on the bottom left corner of the price quote, or in the dropdown at the top of the page
Standard texts: enter text that you would like to default on to new price quotes · Default title · Introductory notes · Comment
Default price quote attachments: Allows you to merge a PDF file to a specific price quote at the point of printing Files must be uploaded in Settings > Folders, reports & documents > Report attachments All attachments will be available to select in the PQ print settings (whether added as a default or not, across all companies and clients)
Allow PQ amount exceed the total Client Order (PO) amount A red warning bar will appear when the project value exceeds the PO amount entered here.
Copy print settings to new price quotes: Select the default print settings for new price quotes. | Allow editing of hourly rates on price quote lines: It’s recommended to uncheck this to lock editing of the hourly rate on PQs Note: You can also set these at a company level to default for all new clients. Go to Settings > Company settings > Basic company settings > Open company card > Price quote settings > Uncheck/Check OR Settings > Company settings > Price quote defaults > Uncheck the column with clock icon |
Use fixed debtor address as PQ receiver address, otherwise use client address:
Price quote lines (checkboxes):
Allow editing of the profit margin on purchases on price quote lines Add profit margin to individual purchases on a case-by-case basis to purchase lines (checked recommended) Allow editing of material calculation ‘Sale’ and ‘Hours/unit’ (checked is recommended) Enable multi-resource allocation on price quote lines Checking this option allows you to add multiple resources (employees) to each line of a price quote.
Enable GST on price quote (show GST setting on header), When enabled GST rate displays in the price quote footer across all tabs Default VAT/GST rate on price quote Overwrites the standard GST rate on new price quotes. Note: Company variable 24 ‘Get VAT settings from client or debtor’ must be set to ‘0 – Client’ for this to function to work
Price quote is required when changing job status to ‘In progress’ The system will default according to the configurations selected in system variables 551 and 617. For instance, if 617 is set to only allow the user to change job status to 1 or 2 if no price quote exists, you will be able to enforce a stricter restriction here. However, if 617 is set to ‘Price quote must be externally approved’ and you select ‘Price quote is not required’ here, the system variable will override this.
Price quote template: If you would like to copy the title, introductory text and comments to every new price quote from an existing PQ, simply enter the ID number in this field. The ID number, i.e. ‘46’, can be found on the bottom left corner of the price quote, or in the dropdown at the top of the page
Standard texts: enter text that you would like to default on to new price quotes · Default title · Introductory notes · Comment
Default price quote attachments: Allows you to merge a PDF file to a specific price quote at the point of printing Files must be uploaded in Settings > Folders, reports & documents > Report attachments All attachments will be available to select in the PQ print settings (whether added as a default or not, across all companies and clients)
Allow PQ amount exceed the total Client Order (PO) amount A red warning bar will appear when the project value exceeds the PO amount entered here.
Copy print settings to new price quotes: Select the default print settings for new price quotes. | If multiple currencies have been setup on your system you will be able to select from the dropdown, otherwise this will default to the standard currency in your system, i.e. AUD |
Use fixed debtor address as PQ receiver address, otherwise use client address:
Price quote lines (checkboxes):
Allow editing of the profit margin on purchases on price quote lines Add profit margin to individual purchases on a case-by-case basis to purchase lines (checked recommended) Allow editing of material calculation ‘Sale’ and ‘Hours/unit’ (checked is recommended) Enable multi-resource allocation on price quote lines Checking this option allows you to add multiple resources (employees) to each line of a price quote.
Enable GST on price quote (show GST setting on header), When enabled GST rate displays in the price quote footer across all tabs Default VAT/GST rate on price quote Overwrites the standard GST rate on new price quotes. Note: Company variable 24 ‘Get VAT settings from client or debtor’ must be set to ‘0 – Client’ for this to function to work
Price quote is required when changing job status to ‘In progress’ The system will default according to the configurations selected in system variables 551 and 617. For instance, if 617 is set to only allow the user to change job status to 1 or 2 if no price quote exists, you will be able to enforce a stricter restriction here. However, if 617 is set to ‘Price quote must be externally approved’ and you select ‘Price quote is not required’ here, the system variable will override this.
Price quote template: If you would like to copy the title, introductory text and comments to every new price quote from an existing PQ, simply enter the ID number in this field. The ID number, i.e. ‘46’, can be found on the bottom left corner of the price quote, or in the dropdown at the top of the page
Standard texts: enter text that you would like to default on to new price quotes · Default title · Introductory notes · Comment
Default price quote attachments: Allows you to merge a PDF file to a specific price quote at the point of printing Files must be uploaded in Settings > Folders, reports & documents > Report attachments All attachments will be available to select in the PQ print settings (whether added as a default or not, across all companies and clients)
Allow PQ amount exceed the total Client Order (PO) amount A red warning bar will appear when the project value exceeds the PO amount entered here.
Copy print settings to new price quotes: Select the default print settings for new price quotes. | Field can be used for importing data, i.e. can include a record ID to import against |
Use fixed debtor address as PQ receiver address, otherwise use client address:
Price quote lines (checkboxes):
Allow editing of the profit margin on purchases on price quote lines Add profit margin to individual purchases on a case-by-case basis to purchase lines (checked recommended) Allow editing of material calculation ‘Sale’ and ‘Hours/unit’ (checked is recommended) Enable multi-resource allocation on price quote lines Checking this option allows you to add multiple resources (employees) to each line of a price quote.
Enable GST on price quote (show GST setting on header), When enabled GST rate displays in the price quote footer across all tabs Default VAT/GST rate on price quote Overwrites the standard GST rate on new price quotes. Note: Company variable 24 ‘Get VAT settings from client or debtor’ must be set to ‘0 – Client’ for this to function to work
Price quote is required when changing job status to ‘In progress’ The system will default according to the configurations selected in system variables 551 and 617. For instance, if 617 is set to only allow the user to change job status to 1 or 2 if no price quote exists, you will be able to enforce a stricter restriction here. However, if 617 is set to ‘Price quote must be externally approved’ and you select ‘Price quote is not required’ here, the system variable will override this.
Price quote template: If you would like to copy the title, introductory text and comments to every new price quote from an existing PQ, simply enter the ID number in this field. The ID number, i.e. ‘46’, can be found on the bottom left corner of the price quote, or in the dropdown at the top of the page
Standard texts: enter text that you would like to default on to new price quotes · Default title · Introductory notes · Comment
Default price quote attachments: Allows you to merge a PDF file to a specific price quote at the point of printing Files must be uploaded in Settings > Folders, reports & documents > Report attachments All attachments will be available to select in the PQ print settings (whether added as a default or not, across all companies and clients)
Allow PQ amount exceed the total Client Order (PO) amount A red warning bar will appear when the project value exceeds the PO amount entered here.
Copy print settings to new price quotes: Select the default print settings for new price quotes. | Field can be used for integrations, i.e. storing a unique code |
FIELD | DESCRIPTION |
Account Manager* | Select from employee list This will be the default on new jobs for this client |
Client type* | Client / Prospect / Internal |
Default currency* | If multiple currencies have been setup on your system you will be able to select from the dropdown, otherwise this will default to the standard currency in your system, i.e. AUD |
Reference key | Field can be used for importing data, i.e. can include a record ID to import against |
External code | Field can be used for integrations, i.e. storing a unique code |
Use fixed debtor address as PQ receiver address, otherwise use client address: If Client address and Debtor address are different, select which should appear on Price Quotes.
Price quote lines (checkboxes): Allow editing of hourly rates on price quote lines It’s recommended to uncheck this to lock editing of the hourly rate on PQs Note: You can also set these at a company level to default for all new clients. Go to Settings > Company settings > Basic company settings > Open company card > Price quote settings > Uncheck/Check OR Settings > Company settings > Price quote defaults > Uncheck the column with clock icon):
Allow editing of the profit margin on purchases on price quote lines Add profit margin to individual purchases on a case-by-case basis to purchase lines (checked recommended) Allow editing of material calculation ‘Sale’ and ‘Hours/unit’ (checked is recommended) Enable multi-resource allocation on price quote lines Checking this option allows you to add multiple resources (employees) to each line of a price quote.
Enable GST on price quote (show GST setting on header), When enabled GST rate displays in the price quote footer across all tabs Default VAT/GST rate on price quote Overwrites the standard GST rate on new price quotes. Note: Company variable 24 ‘Get VAT settings from client or debtor’ must be set to ‘0 – Client’ for this to function to work
Price quote is required when changing job status to ‘In progress’ The system will default according to the configurations selected in system variables 551 and 617. For instance, if 617 is set to only allow the user to change job status to 1 or 2 if no price quote exists, you will be able to enforce a stricter restriction here. However, if 617 is set to ‘Price quote must be externally approved’ and you select ‘Price quote is not required’ here, the system variable will override this.
Price quote template: If you would like to copy the title, introductory text and comments to every new price quote from an existing PQ, simply enter the ID number in this field. The ID number, i.e. ‘46’, can be found on the bottom left corner of the price quote, or in the dropdown at the top of the page this.
Standard texts: enter text that Price quote template: If you would like to default on to new price quotes · Default title · Introductory notes · Comment
Default price quote attachments: Allows you to merge a PDF file to a specific price quote at the point of printing Files must be uploaded in Settings > Folders, reports & documents > Report attachments All attachments will be available to select in the PQ print settings (whether added as a default or not, across all companies and clients)
Allow PQ amount exceed the total Client Order (PO) amount A red warning bar will appear when the project value exceeds the PO amount entered here.
Copy print settings to new price quotes: Select the default print settings for new price quotes.
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copy the title, introductory text and comments to every new price quote from an existing PQ, simply enter the ID number in this field. The ID number, i.e. ‘46’, can be found on the bottom left corner of the price quote, or in the dropdown at the top of the page
Standard texts: enter text that you would like to default on to new price quotes · Default title · Introductory notes · Comment
Default price quote attachments: Allows you to merge a PDF file to a specific price quote at the point of printing Files must be uploaded in Settings > Folders, reports & documents > Report attachments All attachments will be available to select in the PQ print settings (whether added as a default or not, across all companies and clients)
Allow PQ amount exceed the total Client Order (PO) amount A red warning bar will appear when the project value exceeds the PO amount entered here.
Copy print settings to new price quotes: Select the default print settings for new price quotes. | Select from list. Note: If you have agreed terms with the client that do not appear in the dropdown, you will need to create these in Settings. |
Credit max. check
| Set credit check parameters (optional) This is linked to the Credit max. amount field This feature allows you to limit new records based upon the credit balance and the status of all unpaid, overdue, invoice and/or WIP amounts. |
Credit max. amount | Free text field to add $ value that will prevent new records once a credit limit is reached via open invoices relating to this client. This is linked to the Credit max. check field Enter $value, hover over cell and click on calculator icon to check current status. If the current status exceeds the Credit Max. amount, you will be presented with a pop-up message. |
Checkboxes
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Client PO no. title | Add prefix and by default it will auto populate in ‘Client PO title’ field on new invoices: Invoice > Header tab |
Won date | Defaults to the date the client was created in WorkBook, it can be edited. |
Default support job | If ticketing is setup in your system, then you can select a default job here for tickets to go to. |
Public registration number | Store business registration number |
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PURCHASE ORDER SETTINGS
Write something Set client specific default options when creating new purchase orders
To access purchase order settings go to:
Resources > select the client
Open the client card
Client settings > price quote settings
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Purchase ordersettings > Set client specific default options when creating new purchase orders
| Purchase order delivery information: pre-populates default text into delivery field, i.e. Attention person/department and address Default purchase order attachments Allows you to merge a PDF file to a specific purchase order at the point of printing Files must be uploaded in Settings > Folders, reports & documents > Report attachments All attachments will be available to select in the purchase order print settings (whether added as a default or not, across all companies and clients)
|
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Invoice settings allows you to set default invoice settings for this client.
To access invoice settings go to:
Resources > select the client
Open the client card
Client settings > invoice settings
Define your financial rules relating to invoicing this client
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Allows you to create, link or unlink debtors. Default setting when creating new invoice and managing debtors against the client
Create, link or unlink debtor(s)
Set a primary debtor for your client
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FIELD | DESCRIPTION |
Account Manager* | Select from employee list This will be the default on new jobs for this client |
Client type* | Client / Prospect / Internal |
Default currency* | If multiple currencies have been setup on your system you will be able to select from the dropdown, otherwise this will default to the standard currency in your system, i.e. AUD |
Reference key | Field can be used for importing data, i.e. can include a record ID to import against |
External code | Field can be used for integrations, i.e. storing a unique code |
Default payment term* | Select from list. Note: If you have agreed terms with the client that do not appear in the dropdown, you will need to create these in Settings. |
Credit max. check
| Set credit check parameters (optional) This is linked to the Credit max. amount field This feature allows you to limit new records based upon the credit balance and the status of all unpaid, overdue, invoice and/or WIP amounts. |
Credit max. amount | Free text field to add $ value that will prevent new records once a credit limit is reached via open invoices relating to this client. This is linked to the Credit max. check field Enter $value, hover over cell and click on calculator icon to check current status. If the current status exceeds the Credit Max. amount, you will be presented with a pop-up message. |
Checkboxes
|
|
Client PO no. title | Add prefix and by default it will auto populate in ‘Client PO title’ field on new invoices: Invoice > Header tab |
Won date | Defaults to the date the client was created in WorkBook, it can be edited. |
Default support job | If ticketing is setup in your system, then you can select a default job here for tickets to go to. |
Public registration number | Store business registration number |
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CLIENT PRODUCTS
Create multiple products under one client. The ability to categorise jobs for the purpose of reference.
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CHANGE LOG
Write something
Changelog > For compliance purposes, the Changelog provides a record of all changes made within theclient settings, includingthe field, the userwho made the update, date and time, plus the old and new values
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INTER-COMPANY RECONCILIATION
Write something Intercompany reconciliation > Used if you have employees working across two or more companies and defines how the finance accounts should work in this situation
Note: Setup required in company settings.
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