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Client Add/Edit

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Concept of Client

Every person to whom you (i.e. office) provides services is called as client. In simple terms, every legal entity is a client. A client will have a unique PAN.

Examples of client:

  • Individual
  • Company
  • Partnership Firm
  • Trust

In a rare case, you may want to create more than client for a same person. Example: A trust has 3 didvisions for which there is seperate TAN (For TDS deduction) and you are providing services of TDS return filling for the client, then in this case, you will create 3 clients even though the person has same PAN.

Creating a client

Keyboard Shortcut 1c
Master authorization is required to create client.

Name Fields can only contain Letters, Numbers and Spaces. This is a prerequisite for Phonetic Searching.

The Name fields can be used to add categories to the client. What information you add to each of the name fields is upto you. But be consistent. When searching for the clients, all the name fields are considered.

A client needs to be part of a Client Group. This is a mandatory requirement. In other words, Client Group is a mandatory field while creating a new client. This is because of three reasons:

  1. Clients are child of Client Group. Thus, you can create a client only if you have a group. So, even if there exists a single client with no associated clients, that single client still should have a group of its own. Moreover, a client can belong to only a single Group.
  2. Billing of your clients will be done based on the Group they belong to. In other words, Invoice or bill is created at group level and not at client level. This is to ensure that single bill can be created for task across clients. For example, a single bill can be prepared for a family for all the tasks of clients under that family group. So, each client should be part of some or the other group.
  3. Like bill, even receipts to be issued to clients are generated at the Group level and not at the client level.

Editing a client

Master Authorization is required to edit the client
To edit client, click on the client number on the Client Search page. On the client edit page you can add and delete client tags.

Client Tags

Master Authorization is required to Add / Delete tags
Tags help to classify clients. Tags can be added or deleted from a client via Client Edit page.

Bulk Import of Client

Admin Authorization is required to import client
To import client, fill in the data in the excel template and paste into the text box for importing. The import wizard guides you thriugh the process and errors if any are listed. We recommend you import the data in batches of 50 records for better tracking of which clients were imported and which record import failed.

Linking of other data to Client

Client Group: Clients are child of Client Group. There is a Many to One mapping between client and client group

Compliance: Compliances are assigned at Client Level.

Custom Data: Custom data such as passwords, other details are stored at client level.

Tag: Tags are stored at Client Level.