This article includes the following topics:
- How to add a client
- How to update a client
- How to delete a client
What is the Custom Entity Functionality
The client functionality provides the ability to link a user that has a rostered shift; against a client that the business charges.
Why is this important
This allows users to roster to a client requirements; including building templates that meet reoccurring client requirements (e.g. client requires ‘service X’ for 2 hours every Monday.)
There is an export code for cost centre reporting; so you can see the cost of wages for a client. This assists in the process of building a profit and loss statement to compare costs of wages against billable amount for a client. (Currently there is no export for number of hours to assist in the billing process).
How to add a client
1. Click on Organisation.
2. Click on Client's.
3. Click on Add client.
4. Populate the clients name and click Add.
How to update client details
1. Click on Organisation.
2. Click on Clients.
3. Click on the Clients name.
4. Click on edit; then update the field; then click save.
How to delete a client
1. Click on Organisation.
2. Click on Clients.
3. Click on delete.
4. The delete action will be confirmed by the system
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