The Client Spreadsheet can be used to keep track of all your client details and store information.
You can click on the+ sign to add a new Client Details
Enter the Account Number, Client Name, NZBN (NZ Business Number), Email Address, Phone Number, and Address
Choose the Type of client from the dropdown list. Click here to find out how to create a Contact Type
Enter the Bank Account Number and Bank Account Name under the Financial Information
Select the Default Activity from the dropdown list.
Enter the GST Number
Click on + Add New button to enter the Financial Contact person's full name, Email Address, Phone number, and Role/ Position of the person.
Note: You can enter several contact names. The check mark to the left of the contact Name indicates that this person is the main point of contact for sending invoices and bills. Click here to find How to add User Roles
Click on + Add New button to enter the client's Site Names, Address, Site Contact and Induction Health and Safety Checklist. Site Number populates automatically from the Site Prefix setting under Project Settings Page
You can add a new Site Contact by clicking the + Add New Contact button, which will open a window for you to fill out the details.
Induction Health and Safety Checklist area is related to the Site Specific Induction form under HSQE> Site Specific Inductions. You may require to add the Site Specific Induction checklist items under Induction Health and Safety Checklists
Submit to save the client details
Note: When XERO Integration is enabled then information is controlled by XERO. When you create this Client manually, the information will be updated to XERO once submitted and then Locked and you will have to update it from the XERO account.
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