Add a new client (legal entity)

Adding a new client sets up the legal entity that you’ll bill and report on.

Steps

1. Open the Client Database
   • Go to Client Accounts → Client Database.
2. Select “Add Client”
   • Enter a short, readable client code (e.g. Acme_RateSchedule).
   • Enter the full Client Name as it appears on the engagement letter.
3. Complete required fields
   • Status: Active / Inactive – hides old clients from drop-downs without deleting data.
   • Compliance: Note if engagement letter and checks are complete.
   • Payment Terms: e.g. On receipt, 15 days after invoice.
   • VAT Rate: Usually 20 % (UK) or 0 % for certain overseas clients.
   • Address: The legal address used on invoices.
   • Bank Details (optional): If refunds or reimbursements may be needed.
4. Save the client

The client now appears in drop-downs when creating new accounts or tracking time.

Notes

• Each client record can have multiple sub-accounts for hourly billing or projects.
• To stop showing an old client in lists, set status to Inactive.