Purpose of Client Login
Following are the objectives of Client Login Feature
- Provide Exceptional Client Service – Clients can login and check what is the status of work, which Tasks are completed and which are currently going.
- Save time in sharing documents – Clients can download the files uploaded to the Tasks any time at their convenience and as many times as required. The files are made available to Client whenever required.
- All information at finger tips – Clients can check their profile information; example – GSTIN, PAN, Aadhar No, Bank Details, Email ID used for Income Tax communication.
Activating Client Login
Master authorization is required to create client group.
Group Name 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 groups, all the name fields are considered.
A client needs to be part of a Client Group. This is a mandatory requirement.
Bulk Import of Client Group
Admin Authorization is required to import client group
To import client group, fill in the data in the excel template and paste into the text box for importing. The import wizard guides you through the process and errors if any are listed. We recommend you import the data in batches of 50 records for better tracking of which groups were imported and which record import failed.
Linking of other data to Client Group
Client: Clients are child of Client Group. There is a Many to One mapping between client and client group. A group is required to create a client.
Bill: Invoice/bill is created at client group level and not at client level. This is to ensure that single bill can be created for task across clients. Example: A single bill can be prepared for a family for all the tasks across clients under that family.
Receipt: Similar to bill receipts are created at group level.