How to add a new client to Tātou office app.
Instructions
Login to the Office app.
Select
Admin > Clientsfrom the top menu.Search client—are they already in the system?
No: select add a client
Yes: select edit and update client info
Ensure you have the mandatory client information:
Name
Address
Town/City
Region
Country
Costing Code: custom codes can be added but ensure fixed divisional codes are used where appropriate.
Client ID: custom to client consisting of 2-4 letters eg Yealands Estate Ltd > YL
Ensure you have the mandatory location information:
Name
Address
Town/City
Region
Country
Ensure the block sheets have been converted and formatted in Excel (xlsx)
Add new: Select upload blocks button
Replace current: select circular upload icon on the current listing
Download current: select circular download icon on the current listing
| Tipinfo |
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Costing Codes can be set to tasks, clients, locations or blocks. This allows reporting at each level, e.g. work tracked to Ants Nest can be tracked as Marlborough Clients or work tracked to Jeffries Road Vineyard can be tracked as Grapes. |
| Note |
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Each job can only have one costing code. |
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