Client

 

Enter the Client ID or up to 16 characters of the client's Name Search. The default client for the first transaction will be the last client accessed by a file. Subsequent transactions will default to the client shown on the previous transaction. Nonexistent clients will not be accepted.

Tip: The Select by Statement Number button can be used to select a client based on a specified statement number.

The client's name and work description are displayed after the client is entered. The client's billing frequency is displayed under the work description. The client's primary timekeeper is displayed under the source. If the client is inactive, the label "Inactive" will be displayed.

The button can be used to open the Client Lookup window that allows you to view a list of clients and select a client record by double-clicking it.

Right-clicking this field displays a shortcut menu that allows easy access to the Client file for adding or editing purposes.

Note: When the Payment Entry window is opened via the Import Online Payments window, the Client field is set to the matter associated with the online credit card payment, and cannot be edited.

Note: The "Client" terminology can be changed in Customization. This terminology is used on all menus, windows, and reports. However, the label "Client" is used in all documentation.