Clients Configuration

Welcome to Citicon Payroll and Accounting Systems Configuration for Clients. The Clients Configuration module serves as a central repository for managing client relationships within the accounting system. It enables efficient data entry, streamlines transaction processes, and facilitates accurate record-keeping, ultimately contributing to improved organizational efficiency and effectiveness.

Key Purposes

1. Managing Client Information: The module allows users to store and manage detailed information about clients, including contact details, banking information, tax identification numbers (TIN), payment terms, credit limits, and other relevant data. This ensures that all client-related details are accessible and well-organized.

2. Facilitating Transactions: By maintaining accurate client records, the module streamlines transactions such as invoices, payments, and credit management. Users can easily reference client information when conducting business transactions within the system.

3. Efficient Data Entry: Users can add clients individually through a simple interface, entering specific details such as codes, names, bank details, TIN, terms, credit limits, and contact information. This streamlines the process of inputting new records into the system.

4. Bulk Importing: The module supports bulk importing of client data using a template. This feature enables users to efficiently upload large volumes of client records into the system, saving time and effort.

5. Customization and Configuration: Users can customize various parameters within the module, such as client codes, terms, credit limits, and statuses. This flexibility allows organizations to tailor the module to their specific requirements and industry standards.

6. Data Management and Reporting: The module provides tools for editing, managing, and exporting client data. Users can update records, change status (active or inactive), and generate export files containing lists of clients for reporting and analysis purposes.

Clients Module User-Manual

This section provides details, and set-by-step instructions to access, view, and update the Clients data stored in the system.

Index Page

To access the Vendors Configuration. Go to Setup, select Configuration Settings, select Finance & Accounting, then select Clients.

a. Adjust the paging, ordering, and sorting of the Clients Page here.
b. Select the respective button to either Import or Add data.
c. Search for specific record details using the search bar.
d. View or Edit a record by selecting the folder button.

Import Records

Select the Import button to import new records.
Select the Choose File button.
Select the Download Template button to view the required format for imported data, including the number of columns, and mandatory fields to be filled.
From your local storage, select the file you want to import, then select the Open button.
Select the Import button.

Add Records

Select the Add button to add a new Clients record.
Input the necessary details for your new Clients record.
All fields that has an asterisk (*) are required to be filled up.
Select the Save button to save your new Clients record.

Show Records

Select the folder button to view a record. Here you can view more specific details on the Client’s record that you selected.

Update Records

Select the folder button of the Client record which you want to edit.
Select the Edit button to update the details of the Client record.
Select a detail section which you want to edit, and enter the necessary changes.
All fields with an asterisk (*) are required to be filled up.
Select the Save button to save the changes you have made.

Explore Citicon Payroll and Accounting System: Products/Services - Items Configuration