Clients are companies, business units, or individuals for whom work is performed.
This administrative screen allows you to create and modify clients. In MindSalt Time & Expense, Clients are companies, business units, or individuals for whom work is performed and can be linked to projects. Clients are not required if your company does not bill clients or does not charge back to business units.
Options and field descriptions #
Name – A name for the client.
Accounting ID – This optional field simplifies the exporting of data to an accounting package. When supplied, the Accounting ID acts as a code or cross-reference to related data located within an external accounting package.
Tax on Labor – When enabled on your account, this tax will be applied to time entries when an invoice is created.
Tax on Expenses – When enabled on your account, this tax will be applied to expense items when an invoice is created.
Billing Information – The client's billing address should be entered here. This address will be used when an invoice is created.
Creating and Modifying a Client #
- Browse to Admin, select Clients, and then select Clients.
- Select New to create a new client or select an existing client from the list.
- Provide a name for the client.
- Provide any additional data in the remaining optional fields.
- Select Save.
Active and archived records #
MindSalt uses Active and Archived. Archived records stay in your account but do not appear in active lists. To archive a record, open its three-dot menu and select Archive. When a record can be copied, Copy is in the same menu.