Back to home

Master Files

Master Files

Master data management including Clients, Suppliers, and Employees

Prospects

Prospects - How to Create

Clients

How to create or edit client contacts

How to create a new product or edit an existing product

How to create a Client

How to create or edit a billable rate for time and internal charges specific to a client

How to create and edit a product contact

Credit Limits

Defining a Client Currency

Client Structure Overview

See more

Employees

Search an Employee

How to change an Employee's Office Restrictions?

How to create and edit employees

How to set up a Corporate Credit Card Proxy

Direct Labour Cost Rates

Make Employees inactive

Display Public Holidays on Timesheets

How to define approval and posting rights

Add or Remove Employee Department Restrictions

Add or Remove Office Restrictions

Add or Remove Client Restrictions

See more

Task Types

Restrict Task Types to specific Titles

Task types

Allow Specific Task Types on Expense and Credit Card Claims

Indicative Cost Rates

Billable Rates

See more

Suppliers

How to create or edit supplier contacts

How to create suppliers

How to create a supplier bank account

How to categorize a supplier using supplier types

How to search for a supplier

Mask Bank Account Details on Payment Remittance Advice

How to set up ACH payments

How to apply a hold status on a supplier invoice

Diversity and business classifications

Supplier Structure Overview

Process Bolt Integration

See more

Contacts

Contacts

Update

Master Files - How to Update