The Firm Administration>Client Management screen displays a list of clients already signed up for Accounting Power. The screen lists all your active clients, indicating which clients have signed up for additional Client Accounting Services (CAS), and which clients have login access.
Use the Client Management screen to:
Sign up a new client for Accounting Power after they are set up on the Client Setup screen in the Administration module
Terminate clients who are no longer active in your practice, or restore terminated clients to Active status before they are permanently purged from the system
From the Related Actions section of the Client Management screen, you can:
Create a sample client which can be an excellent tool to show Accounting Power to your clients, or to use to familiarize yourself with various features
Print a client list in Excel or PDF format which can include your clients' physical addresses, email addresses, and phone numbers
To sign up a new client for Accounting Power:
Click the plus icon on the action bar and add the new client
in the Sign Up Client dialog
box that appears. Click the drop-down list and select from the list
of clients already set up in the Administration
module but not yet set up in Accounting Power.
Note: If the client you want
to sign up is not listed in the Sign
Up Client dialog box, click Administration
from the Launcher on the right-hand
side of the screen. The Client Management
screen of the Administration
module appears. If you do not see the client you are looking for on
this list, you must set the client up in the Administration
module. For more information, see the video, Staff
and Client Administration, available from the video icon at
the top right-hand corner of the screen.
Select the client you want to sign up for Accounting Power, then click OK.
Continue entering setup details for this client on the Setup>Company screens.
For more information, see Set Up Company Information.
Note: To sign a client up for CAS,
go to the Home screen and click
Purchase. From there you can subscribe
to Client Accounting Services (CAS). A client who is signed up for CAS
has access to all CAS functions including full access to the Inventory,
Sales, and Expenses modules within the system.
To terminate an active client:
Locate the active client you want to terminate in the list, and click the checkbox for the client in the Select column.
Click Terminate.
The client's status immediately changes from Active
to Terminated and the client
is removed from the Select Client Code
or Name field. All clients marked as terminated are eventually
purged without notice.
To determine approximately when a terminated client will be purged,
select Client
Center>CFO Dashboard. A notation at the bottom of the
CFO Dashboard screen indicates
the date that the specified clients will be purged.
To restore a previously-terminated client to Active status:
Locate the terminated client you want to restore to Active status in the list, and click the checkbox for the client in the Select column.
Click Restore.
You can use this option to restore terminated clients who have not
yet been purged. Purging removes the client's data from the system.
Note: Purged clients cannot be restored.
To create a sample client for demonstration, testing, or teaching purposes:
Click Create Sample Client from the Related Actions panel.
Click Yes in the Create Sample Client dialog box to confirm that you want to complete this action.
A sample client is created with the client code AWSample, using the name Widget Manufacturing Corp. The new sample client is automatically set up with pre-filled information including most types of transactions used by a CAS client, but you can use the program features to make new entries for this client to demonstrate or test different features of the system. This feature is an excellent tool to demonstrate accounting functions to your clients or to familiarize yourself with different features.
To print information for the clients displayed in the client list:
Click Print Client List from the Related Actions panel.
Select Address, Email, and/or Phone Number from the Include field of the Print Client List dialog box to include one or more of these items on the printed copy of the list.
Select Excel or PDF in the Format field to specify the format of your printout and click Print.