- How to access it?
- Add Client
- Manage Client Accounts
- Account Statements
- Search for a Client
- Export to Excel
How to access it?In the main menu of the Money module Choose Clients or from the Money Dashboard.
A Client in App4Legal can be a Company or a Contact. A new Client can be added directly from the Clients drop-down list or from the Money Dashboard.
Also the user can add a New Client from the grid of Clients via the Actions button-> Add New Client.
Client are listed along with the related Contact and Company.
Also, whenever a Client is added to a matter, the Company or the Contact is automatically added as a Client in the Clients grid but without an associated account.
When a Client is added to an Invoice on the fly, the new object is automatically added to the Clients grid.
Manage Client Accounts
A Client in App4Legal can have several accounts with the same or different currency. In order to manage Client Accounts, go to the Clients grid and click on the Client Name. A table of all the available accounts is displayed.
You can add a New Account from the button on the top right.
An Account can also be added from the action wheel next to the Client in the Clients grid.
At the Account level, there is the Account Name, Currency, Account Description and Bill To. The Bill To section appears in the Invoice form. It can be managed from the Account form or from the Invoice Add level.
Also, from the edit form of the Client the user can view all Related Invoices of this Client and all the Related Expenses.
From the action wheel next to the Client in the grid the user can edit or delete an account.
An account can be deleted if there are no transactions on it.
From the action wheel, next to the client in the grid the user can generate an Account Statement directly.
Search for a Client
- In Advanced Search, the user can run the search based on a specific entity relevant to the Client form, i.e. Client ID, Name and Type. There is a possibility also to modify the operator of search for each field (i.e. equal, begins with, contains, >, <, and more). The Advanced Search menu is hidden by default; the user needs to click on the link Advanced Search to unhide it.
Export to Excel
The Clients grid can be exported to an excel sheet at any moment via the Actions button on the grid-> Export to Excel. Also, search results can be exported to an excel sheet separately.
This page has no comments.