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Clients
In the Clients area you keep records of customers and suppliers — collectively, clients. Clicking this item in the navigation opens the following options:
Note
The Client Transactions and Bank Statements items are available only when the inventory-accounting or e-invoices module is enabled.
Clients
The first option is Clients:
Clients
Search and Import Clients
You find a client by entering their name into the Search field above the table.
Clicking the IMPORT button, at the top right corner above the table, lets you enter multiple clients at once through a file:
Window for adding clients through import
A detailed explanation is given in the window itself. Select a file that meets the specified criteria and click the IMPORT button — all clients from the file are added to the system and displayed in the table.
Export Clients
The EXPORT button downloads an Excel file with all your clients.
Add Client
Next to the import and export options is the ADD button, for adding a new client individually. Clicking it opens a form:
Window for adding a new client
Fill in the required and optional fields, then click the SAVE button — the client is saved in the system.
Options for Client Management
For additional options over a client, click the three dots in that client's row — the options appear:
Options for managing clients
Edit Client
The first option, Edit, opens a window for editing the client, pre-filled with their information — the form is the same as for adding a client.
After making the desired changes, click the SAVE button — the changes are saved and the window closes.
Delete Client
Select the Delete option — a confirmation window appears:
Window for confirming client deletion
Choosing CONFIRM permanently deletes the client.
Client Transactions
The second item under Clients is Client Transactions — the overview of all transactions with clients:
Client Transactions
Search Client Transactions
Enter the name of the client whose transactions you are looking for in the Search field above the table. If the client exists, the system displays them and their transactions.
View Client Transaction
You view all transactions for a specific client like this: in the last column of the table, next to the Balance column, click the three dots — the View option opens:
Options for Client Transactions
Clicking View displays the following screen:
All transactions for a specific client
In addition to the standard search, clicking the funnel icon in the top right corner opens an area above the table with the advanced search, by one or more parameters simultaneously:
Filter individual transactions by date and time
You can filter data by:
- start and end dates
- time for those same dates
After entering the filters, click SEARCH.
Print Client Transaction
Printing is possible with the PRINT button above the table:
Print and Add Buttons
Add Client Transaction
Click the ADD button next to the print button:
Button for adding
A window for adding a transaction opens:
Window for adding a transaction
The client field is pre-filled with the selected client whose transactions you are viewing. A transaction can be FROM CLIENT or TO CLIENT. Fill in the necessary information and click SAVE — the transaction is created.
Options for Client Transaction Management
Clicking the three dots in the last column of the row you want to change opens two options:
Options for an individual client transaction
Edit Client Transaction
Note
Only manually added transactions can be edited. Transactions added automatically — such as during invoicing — cannot be edited.
Click the first option, Edit:
Window for editing the transaction
After making the desired changes, click SAVE — the changes are saved in the system.
Delete Client Transaction
Click the three dots in the last column of the desired transaction, then select the Delete option:
Window for confirming the deletion of the client transaction
Selecting CONFIRM deletes the transaction from the system.
Bank Statements
The third and final item under the Clients section is Bank Statements:
Bank Statements
Searching works the same as in the other places (see searching and filtering in Client Transactions).
Add Bank Statement
Clicking the ADD button in the top right corner above the table takes you to the following screen:
Form for adding a bank statement
The date is pre-filled with today's date; you fill in the other fields — Document Number, Bank, and Bank Account. All fields are required.
A properly filled-out form:
Filled form for adding a bank statement
Clicking the SAVE button creates the new statement.
Tip
You can change the bank account by clicking the pencil icon next to the Account Number field:
Window for changing the bank account
Create a transaction
To create a transaction on the bank statement, click the + button in the bottom right corner below the bank statement form — a window for the transaction details opens:
Window for adding a transaction to bank statement
Clicking Save adds the transaction. If a transaction is shown in red, it is to a client; if it is green, it is from a client:
Newly added transactions
Options for Bank Statement Management
Clicking the three dots in the last column of the statement's row opens two options:
Options for bank statement management
View Bank Statement
The View option opens a screen with the details of that bank statement, as well as a table showing all the transactions to and from clients:
Details of the bank statement
It is also possible to edit the statement — modify the fields in the form above and click the SAVE button.
A new client transaction can be added by clicking the + icon in the corner of the table, which opens the form explained here.
Delete Bank Statements
Go to the view of all bank statements and click the three dots at the end of the row of the statement you are deleting, then select the Delete option. A confirmation window opens; clicking CONFIRM confirms the deletion:
Window for confirming the deletion of the statement