How to create Client Accounts in different currencies?

Objectives

• Create Client Accounts in different currencies

Steps

In App4Legal, you can create multiple client accounts in different currencies from the Money Module, click on Clients → View All

Use 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.

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

There are 3 required fields: 

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 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 person.

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