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Master Files

Master Files

Master data management including Clients, Suppliers, and Employees

Prospects

Prospects - How to Create

Clients

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

How to create a Client

How to create a new product or edit an existing product

How to create or edit client contacts

How to create and edit a product contact

Credit Limits

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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

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Task Types

Task types

Restrict Task Types to specific Titles

Allow Specific Task Types on Expense and Credit Card Claims

Indicative Cost Rates

Billable Rates

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Suppliers

How to create a supplier bank account

How to create suppliers

How to categorize a supplier using supplier types

How to add supplier contacts

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

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Contacts

Contacts

Update

Master Files - How to Update