After you create a client, it’s important to add additional information in the other settings tabs in order to complete the client setup. All fields below are recommended as part of the client set-up process. All other fields are dependent upon your agency processes.
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ACCESSING THE CLIENT CARD
There are two options for adding additional information to a client:
via the client card pop-up upon creating the client
When creating a new client, upon clicking ok a pop-up client details card will appear where you can begin adding additional information
via the
resources module > resource default grid
Select the client > open the client card
GENERAL SETTINGS
You can access this from client settings icon (the cog) in the client card.
Be sure to complete the following fields:
FIELD | DESCRIPTION |
Account Manager | Select the person that owns the client relationship, as defined in your 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) |
EMPLOYEE ACCESS
Accessed from client settings icon (the cog) in the client card. Employee access is used to allow employees access to the client.
Shift + select all people that should be able to access this client and their jobs
Select further options
Click grant access and display to selected users
NEW EMPLOYEE ACCESS TO CLIENTS
Accessed from client settings icon (the cog) in the client card, this ensures that new employees will automatically have access to this client.
Select your agency/company
Select any other relevant agency if this is a shared client (for multi company databases)
NEW JOB SETTINGS
Accessed from client settings icon (the cog) in the client card, this 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
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
CLIENT JOB ACCESS
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CREATE JOB PERMISSIONS
Accessed from client settings icon (the cog) in the client card, this allows multi company databases to restrict client access.
If you have multi company WorkBook database, for all companies within the database that this client is not applicable to, select blocked in the job set-up permissions column
PRICE QUOTE SETTINGS
Accessed from client settings icon (the cog) in the client card, this 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
PURCHASE ORDER SETTINGS
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INVOICE SETTINGS
Accessed from client settings icon (the cog) in the client card, this allows you to set default invoice settings for this client.
Define your financial rules relating to invoicing this client
DEBTOR
Accessed from client settings icon (the cog) in the client card, this allows you to create, link or unlink debtors.
Create, link or unlink debtor(s)
Set a primary debtor for your client
CLIENT PRODUCTS
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CHANGE LOG
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INTER-COMPANY RECONCILIATION
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