Skip to content
English
Sign in
  • There are no suggestions because the search field is empty.

How to manage Client Types

This article defines and explains how to set up and manage Client Types in Accountability.

Client Types in Accountability define how clients are categorized for reporting, billing, and workflow purposes. Correctly setting up Client Types ensures consistency in financial postings, job management, and media scheduling.

Step by Step Guide:

Click Next to move through the walkthrough. Use Zoom to adjust the view. Select the expand icon to view all instructions on one page.