In LEXZUR, you can create multiple clients' accounts in different currencies.
From the main menu, click on Billings→ Clients→ View All
From the Clients Page in the Billing Module, you can view the list of your client's accounts, edit them, add new accounts, and view the Account Statement of each account.
From the actions wheel next to each client name, click on New Account to add an account for the selected client.
A New Account window will appear to fill in the needed information.
There are 3 required fields:
Other fields are optional:
You can also manage the Client's Trust Fund deposits. Learn more here. |
For more information about LEXZUR, kindly reach out to us at help@lexzur.com.
Thank you!