If you bill clients for project work, or track costs per client, you’ll need to set up client profiles in your system. Use the procedure below to add a single client, or use the Replicon Import Add-in (RIA) to import clients and their data using a spreadsheet.
To add a client:
You can add the client’s address, billing address, contact information, and invoice currency. You will be assigned as the client’s manager by default, since you created the client, though you can change this.
The defaults you choose will be used when you create a project for this client.
You can also associate the client with any new project you create under the Projects tab, or add a client to an existing project.
If you don’t want a client to be available for assignment to projects, you can set their status to Inactive. Inactive clients cannot be associated with additional projects, but retain all existing project assignments. Resources can still enter time and expenses against an inactive client’s projects.
To view an inactive client, select the Inactive status filter on the client list page.
To make a client inactive:
No. If you specify no currency, your system's base currency will be selected by default on all invoices, but you can change this to any currency in your system.