Table of Contents

General

Introduction
Getting Started
The Time and Billing Menu
Your Company Information

Forms

Using the Forms
Clients
Employees
Projects
Work Records
Planned Labor
Planned Expenses
Planned Travel
Expenses
Mileage
Payments
Managing Invoices

Reports

Creating Reports
Proposal
Invoice
Work Record
Employee Billing
Expense Report
Mileage Record
Payments Report
Project Tracking
Receivables

Clients

Clients Form
Clients Form

The Clients form stores all customer information. Existing customer names are displayed in the List Box on the left side of the form. The detailed record is displayed in the fields on the right.

Only active customers are displayed. To display all customers, uncheck the check box labeled "Hide Inactive Clients". To mark a customer as inactive, uncheck the Active check box.