Creation
On the Clients page, there is an option to create a New Client. Click this button to start creating a new client.
- An editor will appear where you should enter the client name, choose a template type and year-end date.
- To find the correct template, it may help to filter them from the list of available ones (see below).
- Templates may be starred to indicate that they are commonly used favourites.
- Search by typing in key details and and/or filtering down to a category.
- If the checkbox for "Client is part of a group" is selected, you are able to make the client a part of a group.
- Jobs may also be created by duplicating another job (see duplicate and restore function).
- Jobs may also be created from the templates tab.
Edit and delete
To edit or delete a job click the triple dots to the right of the client.
- From here you are able to change the name, year-end dates, or even the template type. After making changes remember to click the save button on the bottom left of the editor.
- To delete the client, simply select delete from the context menu that appears when you press the triple dots.