The Client Functionality - add, update, delete

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.

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2. Click on Client's.

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3. Click on Add client.

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4. Populate the clients name and click Add.

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How to update client details

1. Click on Organisation.

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2. Click on Clients.

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3. Click on the Clients name.

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4. Click on edit; then update the field; then click save.

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How to delete a client

1. Click on Organisation.

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2. Click on Clients.

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3. Click on delete.

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4. The delete action will be confirmed by the system

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