Child pages
  • How to Create Client Accounts in Different Currencies?




Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

In App4Legal, you can create multiple client accounts in different currencies from the Money Module on the top of your instance page, then head to the Client section within the module., click on Clients → View All

Image AddedImage Removed

Use the View all hyperlink to direct you to the list of clients or you can add a new client.Image Removed

From the actions wheel next to each client name, click on New Account to add an account for the selected client.

Image RemovedImage Added


A New Account window will appear to fill in the needed information.

Image RemovedImage Added

There are 3 required fields: 

...

  1. Description: It is a short hint about the account.
  2. Bill To: specify the Bill To person.

...


For more information about App4Legal, kindly reach out to us at help@app4legal.com.
Thank you!

...