Clients are global records, meaning that an individual client could potentially be used by anyone in the worldyour WorkBook database. Debtors are billing entities and are unique records within a WorkBook company; they cannot be shared across companies.
Clients are created in the resource module and are usually controlled by a system administrator, designated role(s) or person(s) within your agency.
...
CREATE A CLIENT
To add a new employee client go to:
Resources module > XXXXX settings resource default grid
Click on the further options menu
Select create a new resource > select client
...
Complete the necessary new client fields
The mandatory fields are highlighted in blue below, the rest are optional
FIELD | DESCRIPTION |
Client name* | Name of company / client |
Client initials* | This will auto-populate |
Client type* | 1 – Client 2 – Prospects (use for creating new business pipelines) 3 - A client can be changed to a different client type (i.e. Internal) after creation, as long as there are no financial transactions against the record. |
Account Manager* |
Select a user from the dropdown list. Your selection will |
be the default |
account manager when new jobs are created for this client and |
can |
be used |
in approval workflows. | |
Address and contact details | This information can be added now or later. |
Create Debtor in | There are two options here:
|
You may want to do this if:
|
...
Now click Click into the second tab (Job Settings) and complete job settings)
Complete the fields highlighted in blue
FIELD | DESCRIPTION |
Price List | Select the default price list that is applicable for this client. This can be changed later, if required. If a price list is not selected then a default price list, with no pricing capabilities, will automatically populate. |
Default Currency | The default currency you quote and bill this client in |
Team | Select All Employees unless, a specific job team has been created for this client |
Language | The default language used for quotes and invoices for this client |
Administration Fee |
Used to automatically add a nominal fee to this client’s jobs |
Click ok
...
IMAGE
In the Information tab > select the XXXXXXXXX Business that owns the client. If you are setting up a multi-agency client then select Multi-Company.
IMAGE
ADDITIONAL CLIENT SETTINGS
...
In General Settings:
IMAGE
Now click into the second tab (Job Settings) and complete the fields
FIELD | DESCRIPTION |
Account Manager | Select the person that owns the client relationship, as defined in your office/agency. This may be used for reporting and in approval flows. |
Default Payment Terms | Select the client's default payment terms |
Order No. | Tick if the order number (Client PO) must be filled in when invoicing (in order to finalize/send an invoice) |
In Employee Access:
Employee access is used to allow access to the client.
Shift + Select all people that should be able to access this client and their jobs
Select further options > grant access and display to selected users
Repeat process to grant all PWW US users’ access to the client
IMAGE
In New employee access to clients:
This ensures that new employees within certain office(s) will automatically have access to this client.
· Select your office/agency & Project US 90
· Select any other relevant office/agency if this is a shared client
IMAGE
Now click into the second tab (Job Settings) and complete the fields
FIELD | DESCRIPTION |
Account Manager | Select the person that owns the client relationship, as defined in your office/agency. This may be used for reporting and in approval flows. |
Default Payment Terms | Select the client's default payment terms |
Order No. | Tick if the order number (Client PO) must be filled in when invoicing (in order to finalize/send an invoice) |
In Employee Access:
...
This ensures that new employees within certain office(s) will automatically have access to this client.
· Select your office/agency & Project US 90
· Select any other relevant office/agency if this is a shared client
In New job settings:
...
· For single office/agency clients, use the first tab to select any relevant Client default settings to be applied to jobs opened underneath this client. In example, default dimensions, languages or default price lists
· For global clients use the second tab, Company Defaults, to apply job defaults to this client just for your agency/office
In Create job permissions:
...
In 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 estimates for this client
In Purchase order settings:
...
· Select your standard PO terms attachment (if applicable) to append your standard supplier terms on every PO raised on jobs from this client.
In Invoice settings:
...
· Define your financial rules relating to invoicing this client.
In Debtor:
...
· Create, link or unlink Debtor(s) within your agency/office
· Set a primary debtor for your client
CREATE THE DEBTOR RECORD
A debtor record can be created directly from a client record or through the finance module. Whichever method you choose, the same fields must be completed. The below takes you through creating a debtor from the finance module.
Go to the team matrix tab
Use the search field or filter to refine the list
IMAGE
Then simply check/uncheck from each team accordingly
IMAGE
| Info |
|---|
Once you have created the client record in the system, you will be presented with a pop-up of the client card. It is strongly recommended that you complete some additional fields in order to complete the initial client set-up. Go to Client Settings > General Client Settings R12 for more information. |
...
Related articles
| Filter by label (Content by label) | ||||||
|---|---|---|---|---|---|---|
|