NOTE: You can only access these details if your Login Template permits this.     Account Contact shows the person selected at the Contacts ...

This form lists all the client’s projects, which may be in progress or complete, active or not. It is for information only and you cannot change any data ...

Here you can determine the security groups that apply to this client. These may have been specified by the System Administrator and indicate that us...

If you choose to add or edit a client, you can then enter data over several forms. Process each one by clicking its link at the top of the screen. ...

You can specify deliverables for projects to indicate when a particular stage or target is achieved. These may be of different types, with varying character...

  Code identifies the deliverable type. Once the record is saved, you cannot change the code. Name provides indication of the type’s purpose. ...

  Identify any custom fields that are set for deliverables and where input is to be prompted when entering deliverables of this type. Existing ones are lis...

Work on a project may incur expenses that need to be charged to the client. These can cover such items as traveling, accommodation, photocopying, and so on....

  Code is the unique identifier for the expense type. You will enter an unused code when adding a record and then cannot change the code once it is s...

  Nominal Code may specify the nominal code (UK locale) or account code (US locale) that is used to analyze spending on this expense type. Select or...