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Master Files
Master data management including Clients, Suppliers, and Employees
Prospects
Clients
- Credit Limits
- Defining a Client Currency
- Client Structure Overview
- How to create a Client
- How to create or edit client contacts
- How to create a new product or edit an existing product
- 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
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
Task Types
Suppliers
- How to set up ACH payments
- How to apply a hold status on a supplier invoice
- How to categorize a supplier using supplier types
- Diversity and business classifications
- How to create or edit supplier contacts
- Supplier Structure Overview
- Process Bolt Integration
- How to create suppliers
- 1099 Contact Records
- How to create a supplier bank account
- Mask Bank Account Details on Payment Remittance Advice
- How to search for a supplier