Navigation:  Appendix A: Menu Functions > Contact Management > Creating a new contact > Adding a client

 

 

On all clients a Default Depot and Default Award category is required

 

If billing crew rates

then

Charge Crew Rates to client and Itemise Travel will charge as crews but no count travel time towards OT

 

Batch Invoices will combine all jobs for this client

with the same Authorisor into one invoice

All Jobs for the period into one invoice

with the same docket number into one invoice

with the same Employee number into one invoice

with the same Location number into one invoice

with the same order number into one invoice

with the same order number and Authorisor into one invoice

with the same Project number into one invoice

with the same shift date into one invoice

with the same Site Contact into one invoice