Setup (general)

Entering client identification information

Use the Main tab of the Client setup screen to store the client’s name, ID, tax IDs, and Social Security number. You can track the client’s status (active or inactive), the dates you won and/or lost the client, and fiscal year end. You can also assign the client to Groupings such as office, entity, industry code, and assigned staff, for filtering the client list and creating analytical reports.

Adding a client

  1. From the Setup menu, choose Clients. The Clients setup screen opens with the Main tab selected.
  2. Click the Add button.
  3. In the
    ID
     field, enter a unique alphanumeric ID for the client (required). The ID will be saved as upper case regardless of how you enter it.
  4. In the
    Sort
     field, enter a sort name for the client (required). This name is used to sort the employee in lists and reports, and is the name that will appear in lists elsewhere in [[product_name]].
  5. In the
    Name 1
     field, enter the name of the company if the client is a non-individual. If the client is an individual, use this field to enter the client’s display name. Use the
    Name 2
     field for any client, if needed.
  6. Enter information in the
    First Name
    ,
    Last Name
    , and
    Date of Birth
     fields if the client is an individual.
  7. If applicable, enter the
    Spouse
     first name, last name, date of birth and SSN.
  8. In the
    Class
     field, select Client or Prospect.
    note
    If you select Administrative, you will only be able to enter activities for this client that are assigned to the Administrative activity class. For example, you can create a default "firm client" for entering time spent performing administrative tasks, and only administrative activities can be entered for that client.
  9. In the
    Status
     field, the default for a new client is Active. Active clients are available for all processes in the application. Inactive clients are not available for entry on the Time & Expense Entry screen.
  10. In the
    Start
     field, select the date your firm began doing business with the client.
  11. The
    Left
     field is for indicating the date your firm stops doing business with a client. For a new client, leave this field blank.
    note
    • If you enter a date in this field, the client will be unavailable for entry on the Time & Expense Entry screen.
    • If this client has subsidiary clients (clients that bill to this client), you cannot enter a Left date here until you remove this client as the parent client. Details
      To remove a parent client from a subsidiary client, clear the
      Member of client family, bill to
       checkbox on the Billing tab of the Clients setup screen for each subsidiary client.
  12. In the
    FYE
     field, select the month of the client’s fiscal year end.
  13. In the
    WIP Limit
     field, enter a dollar amount for maximum outstanding WIP for the client.
  14. In the
    A/R Limit
     field, enter a dollar amount for maximum outstanding receipts for the client.
  15. Under Groupings, select the client’s office, partner, manager, associate, entity, and industry code. These groupings are useful for filtering the client list and creating client reports.
    note
    Items in these drop-down lists come from information entered in the Groupings setup screen (Setup > Groupings). If you have security privileges to edit Groupings, you can quickly edit these lists by right-clicking in the field and choosing Add, Edit, or Delete from the context menu.
  16. Click the Enter button to save the information.

This article applies to:

  • Product: Digita Practice Advanced