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 on the top of your instance page, then head to the Client section within the module.

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!