Add a New Client

1.	Click Clients > Client List.

Note: Clients can be added 'on the fly' on most screens by clicking on the clients icon.

2.	Click Add. A client number is automatically assigned to the current record but the number can be manually entered if desired.

Note: Your own company information must be set up in the Clients List and the assigned company number must be entered on the File > System Administrator > Configuration screen. This number and the related information will be referenced by the other modules in the system.

3.	Select the appropriate 'type' from the list: Vendor, Customer, Both or Other. The 'Other' type can be used for such contacts as architects or lenders that may be referenced in various parts of the system but that will not be issued a check.

Hint: Employees should also be added to this database as a ' vendor ' if they will receive a check through accounts payable for reimbursements, etc.

4.	Enter information on the Address, Account, Profile Info and Liens tabs as applicable.

Hint: Consider setting up a vendor with a name such as 'Restaurant' or 'Fuel' to record 'one-time' payments. The invoice description can be the name of the actual restaurant or gas station for more detailed tracking. This is especially handy for recording debit card transactions through the Payables > Handwritten Checks option.

5.	Click Save to record your entries.

Click on the E-mail Contacts button at the bottom of the screen to add individual contact names and email addresses to the client. The e-mail option cannot be accessed when in Add or Edit mode. E-mail information can only be entered for the client that is currently selected. (The E-Mail Contacts screen can also be accessed from the main Clients menu.) Existing e-mail contacts can also be added to groups through the Clients > E-Mail Groups option to simplify the task of sending documents to multiple recipients.

The Vendor Activity tab and the Customer Activity tab are read-only screens that may be used to look up the payment status of a client. Click the Lookup button to display the client activity. Unpaid invoices will appear at the top of the screen and paid or voided invoices will appear on the bottom of the screen.

8.	The Documents tab will display a list of all documents and images that have been scanned or linked to the client within AccuBuild. (Purchase of the Document Management module is required).

Data on the Address, Account, Profile Controls and Liens tabs can be updated at any time by using the Edit button. The client number cannot be changed. The Delete option is currently not available but changing information on an existing client is an alternative. Other modules access the client database based on the client number so changing the company name will affect the name printed on reports. Therefore, only client names with no activity, or very old activity, should be changed.