Clients Use the procedures in this section to create clients and define client settings. Related Topics:Add a Client Depending on your role in WorkBook, you can add clients in Resources. Merge Clients Depending on your role in WorkBook, you can merge clients in the main grid in Resources. You cannot merge a client with active subscriptions with another client. View or Update Client Information Depending on your role in WorkBook,, you can update client information such as the client name, contact information, and address in Resources. Define General Client Settings Depending on your role in WorkBook, you can define general client settings such as the account manager responsible, client type, default currency, default support job, default payment term, and maximum credit amount in Resources. Define Employee Access to a Client Depending on your role in WorkBook, you can specify which employees have access to a client in Resources. To do this, you must first give the employee full client access on the Employee Basic Settings tab of the employee card. If you want to individually specify which clients an employee should have access to, use the Client Access Settings tab of the employee card. . Define a Company's Access to a Client Depending on your role in WorkBook, you can specify which companies in WorkBook has access to a client in Resources. Specify Which Clients an Employee Has Access To Depending on your role in WorkBook, you can individually specify which clients an employee should have access to by using the employee card in Resources. You can also display the employee card from Settings > Employee Settings > Employee Settings Define New Employees' Access to Clients Depending on your role in WorkBook, you can specify in Resources whether or not new company employees will automatically have access to client data. Define New Job Settings for Clients Depending on your role in WorkBook, you can define the settings for the new jobs that companies will handle for their clients in Resources. These settings include the job type, price list, job administration fee, project manager, profit center, mileage price group, and material price group. Take note that when it comes to transactions between companies and clients, the client defaults take precedence over company defaults. Create Job Permissions Depending on your role in WorkBook, you can specify which roles in a company are allowed to create jobs for clients in Resources. To individually identify the clients that the roles will have job access to, go to Settings > Company Settings > Job Creation. Define a Client's Price Quote Settings Depending on your role in WorkBook, you can modify in Resources a client's price quote settings to indicate which values on the prices quote lines can be edited and to indicate the of use VAT and multiple resources. Define a Client's Purchase Order Settings Depending on your role in WorkBook, you can modify the settings for creating new purchase orders for clients in Resources. Define a Client's Invoice Settings Depending on your role in WorkBook, you can define the invoice settings that companies use to handle financial transactions in Resources. These settings include whether to allow editing of invoice lines and invoicing on jobs that exceeded their price quotes. You can also define the default invoice attachments and if client contacts can approve invoices. Deactivate a Client From the Client Card Depending on your role in WorkBook, you can deactivate clients that you no longer need in Resources. You cannot deactivate clients with open jobs. Anonymize Inactive Clients Depending on your role in WorkBook you can anonymize inactive clients. Anonymizing a client is an irreversible process and deletes information associated with the client, such as resource and resource profile information, contacts, custom codes, interests, skills, tags, change logs, job settings, price quotes, purchase orders, invoice settings, and client products. This is useful if the client is located in a region or country covered by the EU's General Data Protection Regulation (GPDR), which requires companies to delete personal data under the "right to erasure" or "right to be forgotten" provision. Link a Client to a Debtor Depending on your role in WorkBook, you can link clients to debtors in Resources. You may want to do this if your client is a subsidiary of a bigger company and it is the bigger company that is paying the subsidiary's job client invoices. Unlink a Client From a Debtor Depending on your role in WorkBook, you can unlink clients from debtors in Resources. Create Debtors From Client Data Depending on your role in WorkBook, you can create debtors using client data in Resources. Select the Primary Debtor for a Client Depending on your role in WorkBook, you can specify the primary debtors for each client in Resources. Prevent a Debtor From Invoicing a Client Depending on your role in WorkBook, you can prevent specific debtors from invoicing clients in Resources. For example, if a client has already been invoiced, you may want to block that client's debtor from invoicing the client again. If you want to block a debtor from performing transactions in WorkBook, use the debtor card in Settings > Debtors > Debtor List. Mark a Debtor as a Delivery Debtor for a Client Depending on your role in WorkBook, you can mark a debtor as a delivery debtor for specific clients in Resources. When you mark a debtor as a delivery debtor, the order will be delivered to the delivery debtor's address while the invoice will be delivered to another address. If you want to mark a debtor as a delivery debtor for all clients, use the debtor card in Settings > Debtors > Debtor List. Add or Delete Client Products Depending on your role in WorkBook, you can add or delete products to or from a client in Resources. View a Client's Changelogs Depending on your role in WorkBook, you can view the changes made to the client settings over certain periods by displaying the client's changelogs in Resources. Define Inter-Company Reconciliation Settings for Clients Depending on your role in WorkBook, you can define the inter-company reconciliation settings on a per-client basis in Resources. If you want to define the default inter-company reconciliation settings that companies will use for all clients, go to Settings > Company Settings > Inter-Company Reconciliation. View or Modify Client Project Information Depending on your role in WorkBook, you can view or modify the information for specific projects in Resources. The top grid of the client card for projects displays information such as the project purchase order (PO) currency, job price estimate summary, and person responsible for the project. The bottom grid displays the jobs on the project as well as job information like the job end date, job type, price to progress, cost to progress, price quote, and total expected spend. Add a Client Project Depending on your role in WorkBook, you can add projects to clients in Resources. You can then add jobs to the projects in Jobs. Delete a Client Project Depending on your role in WorkBook, you can delete client projects that do not have jobs linked to them in Resources. Set a Project as a Retainer Project Depending on your role in WorkBook, you can set a project as a retainer project as long as the project still does not have jobs linked to it in Resources. Once the retainer project is set up, you can create a master job and link that job and any other retainer jobs to the retainer project.. View Client Tasks Depending on your role in WorkBook, you can view the tasks assigned to clients in Resources. Manage Client Jobs Depending on your role in WorkBook, you can create and manage jobs for specific clients in Resources. If you want to view all jobs for your company, go to Jobs. You can also create and manage client jobs in Jobs. Parent Topic: Procedures HomeWorkBook Online HelpResourcesProceduresClients
Clients Use the procedures in this section to create clients and define client settings. Related Topics:Add a Client Depending on your role in WorkBook, you can add clients in Resources. Merge Clients Depending on your role in WorkBook, you can merge clients in the main grid in Resources. You cannot merge a client with active subscriptions with another client. View or Update Client Information Depending on your role in WorkBook,, you can update client information such as the client name, contact information, and address in Resources. Define General Client Settings Depending on your role in WorkBook, you can define general client settings such as the account manager responsible, client type, default currency, default support job, default payment term, and maximum credit amount in Resources. Define Employee Access to a Client Depending on your role in WorkBook, you can specify which employees have access to a client in Resources. To do this, you must first give the employee full client access on the Employee Basic Settings tab of the employee card. If you want to individually specify which clients an employee should have access to, use the Client Access Settings tab of the employee card. . Define a Company's Access to a Client Depending on your role in WorkBook, you can specify which companies in WorkBook has access to a client in Resources. Specify Which Clients an Employee Has Access To Depending on your role in WorkBook, you can individually specify which clients an employee should have access to by using the employee card in Resources. You can also display the employee card from Settings > Employee Settings > Employee Settings Define New Employees' Access to Clients Depending on your role in WorkBook, you can specify in Resources whether or not new company employees will automatically have access to client data. Define New Job Settings for Clients Depending on your role in WorkBook, you can define the settings for the new jobs that companies will handle for their clients in Resources. These settings include the job type, price list, job administration fee, project manager, profit center, mileage price group, and material price group. Take note that when it comes to transactions between companies and clients, the client defaults take precedence over company defaults. Create Job Permissions Depending on your role in WorkBook, you can specify which roles in a company are allowed to create jobs for clients in Resources. To individually identify the clients that the roles will have job access to, go to Settings > Company Settings > Job Creation. Define a Client's Price Quote Settings Depending on your role in WorkBook, you can modify in Resources a client's price quote settings to indicate which values on the prices quote lines can be edited and to indicate the of use VAT and multiple resources. Define a Client's Purchase Order Settings Depending on your role in WorkBook, you can modify the settings for creating new purchase orders for clients in Resources. Define a Client's Invoice Settings Depending on your role in WorkBook, you can define the invoice settings that companies use to handle financial transactions in Resources. These settings include whether to allow editing of invoice lines and invoicing on jobs that exceeded their price quotes. You can also define the default invoice attachments and if client contacts can approve invoices. Deactivate a Client From the Client Card Depending on your role in WorkBook, you can deactivate clients that you no longer need in Resources. You cannot deactivate clients with open jobs. Anonymize Inactive Clients Depending on your role in WorkBook you can anonymize inactive clients. Anonymizing a client is an irreversible process and deletes information associated with the client, such as resource and resource profile information, contacts, custom codes, interests, skills, tags, change logs, job settings, price quotes, purchase orders, invoice settings, and client products. This is useful if the client is located in a region or country covered by the EU's General Data Protection Regulation (GPDR), which requires companies to delete personal data under the "right to erasure" or "right to be forgotten" provision. Link a Client to a Debtor Depending on your role in WorkBook, you can link clients to debtors in Resources. You may want to do this if your client is a subsidiary of a bigger company and it is the bigger company that is paying the subsidiary's job client invoices. Unlink a Client From a Debtor Depending on your role in WorkBook, you can unlink clients from debtors in Resources. Create Debtors From Client Data Depending on your role in WorkBook, you can create debtors using client data in Resources. Select the Primary Debtor for a Client Depending on your role in WorkBook, you can specify the primary debtors for each client in Resources. Prevent a Debtor From Invoicing a Client Depending on your role in WorkBook, you can prevent specific debtors from invoicing clients in Resources. For example, if a client has already been invoiced, you may want to block that client's debtor from invoicing the client again. If you want to block a debtor from performing transactions in WorkBook, use the debtor card in Settings > Debtors > Debtor List. Mark a Debtor as a Delivery Debtor for a Client Depending on your role in WorkBook, you can mark a debtor as a delivery debtor for specific clients in Resources. When you mark a debtor as a delivery debtor, the order will be delivered to the delivery debtor's address while the invoice will be delivered to another address. If you want to mark a debtor as a delivery debtor for all clients, use the debtor card in Settings > Debtors > Debtor List. Add or Delete Client Products Depending on your role in WorkBook, you can add or delete products to or from a client in Resources. View a Client's Changelogs Depending on your role in WorkBook, you can view the changes made to the client settings over certain periods by displaying the client's changelogs in Resources. Define Inter-Company Reconciliation Settings for Clients Depending on your role in WorkBook, you can define the inter-company reconciliation settings on a per-client basis in Resources. If you want to define the default inter-company reconciliation settings that companies will use for all clients, go to Settings > Company Settings > Inter-Company Reconciliation. View or Modify Client Project Information Depending on your role in WorkBook, you can view or modify the information for specific projects in Resources. The top grid of the client card for projects displays information such as the project purchase order (PO) currency, job price estimate summary, and person responsible for the project. The bottom grid displays the jobs on the project as well as job information like the job end date, job type, price to progress, cost to progress, price quote, and total expected spend. Add a Client Project Depending on your role in WorkBook, you can add projects to clients in Resources. You can then add jobs to the projects in Jobs. Delete a Client Project Depending on your role in WorkBook, you can delete client projects that do not have jobs linked to them in Resources. Set a Project as a Retainer Project Depending on your role in WorkBook, you can set a project as a retainer project as long as the project still does not have jobs linked to it in Resources. Once the retainer project is set up, you can create a master job and link that job and any other retainer jobs to the retainer project.. View Client Tasks Depending on your role in WorkBook, you can view the tasks assigned to clients in Resources. Manage Client Jobs Depending on your role in WorkBook, you can create and manage jobs for specific clients in Resources. If you want to view all jobs for your company, go to Jobs. You can also create and manage client jobs in Jobs. Parent Topic: Procedures HomeWorkBook Online HelpResourcesProceduresClients