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




Versions Compared

Key

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

Objectives

  • Create Client Accounts client accounts in different currencies

Steps

In App4LegalLEXZUR, you can create multiple client clients' accounts in different currencies from the Money Module.

From the main menu, click on Clients → Billings→ Clients→ View All

Image Removed

Image Added

From the Clients Page in the Billing Module, you can view the list of your client's accounts, edit them, add new accounts, and view the Account Statement of each accountUse the View all hyperlink to direct you to the list of clients or you can add a new client.

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.

...

  1. Account Name: The name of the new account. For example, Jason Robinson which is the client's name.
  2. Account Number: The number of the account in the system (you can add or edit the prefix of the account number from the money billing settings).
  3. Currency: Choose the currency. For example AED, USD...

Other fields are optional: 

  1. Description:  It is a short hint about the account.
  2. Bill To: specify the Bill To personthe Billing information that will be automatically reflected in the Invoice details when invoicing this client.
Note

You can also manage the Client's Trust Fund deposits. Learn more here.


For more information about App4LegalLEXZUR, kindly reach out to us at help@app4legalhelp@lexzur.com.
Thank you!