Client Groups and Sub Groups

Client Groups

Entities > Client > Client Groups

Client Groups are pre-stored so they can be assigned to clients, allowing for easy production of invoices based on groups and to produce reports based on clients assigned to certain groups.

Creating a new Client Group

A client group code must be unique. Enter your new client group code in the "Code" field.

IMPORTANT: The code should not contain any spaces or characters other than letters or numbers; except a full stop

Fill out all client group description then click “Save” to save.

Client Sub Groups

Entities > Client > Client Sub Groups

Client Sub Groups are pre-stored so they can be assigned to clients, allowing for detailed breakdown of clients into categories when reporting.

Creating a new Client Sub Group

A client sub group code must be unique. Enter your new client sub group code in the "Code" field.

IMPORTANT: The code should not contain any spaces or characters other than letters or numbers; except a full stop

Fill out all client sub group description then click “Save” to save.

Industries

Tools > Workflow Setup > System Tables > Industries

Industries are pre-stored so they can be assigned to client records, allowing for production of industry based performance reports.

Industries are assigned to clients allowing for the production of reports where required.

Creating a new Industries

An industry code must be unique. Enter your new industry code in the "Code" field.

IMPORTANT: The code should not contain any spaces or characters other than letters or numbers; except a full stop

Fill out all industry details then click “Save” to save.