{"id":1768,"date":"2023-02-10T05:26:47","date_gmt":"2023-02-10T05:26:47","guid":{"rendered":"http:\/\/pracmate.com\/helpcenter\/?page_id=1768"},"modified":"2023-02-21T12:59:13","modified_gmt":"2023-02-21T12:59:13","slug":"how-to-add-new-client","status":"publish","type":"page","link":"https:\/\/pracmate.com\/helpcenter\/clients\/how-to-add-new-client\/","title":{"rendered":"How can I add new client ?"},"content":{"rendered":"\n<ul class=\"wp-block-list\">\n<li>Click on Add New Client button on screen.<\/li>\n\n\n\n<li>It will display Create New Client page with Company Details, Contacts, Previous Accountant, Internal Ref, Management Accounts, Compliance &amp; Deadlines tabs.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"http:\/\/pracmate.com\/wp-content\/themes\/prompt\/images\/easyacc\/clients\/client_02.png\" alt=\"\"\/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">Company Details :<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Client Type: There are different types of it and based on selection of type it will display options.<\/li>\n\n\n\n<li>Type is Private Limited Company, Public Limited Company, Limited Liability Partnership, Partnership, Self-Assessment, Trust, Charity, Other.<\/li>\n\n\n\n<li>Company Search: If user wants to find their company details then it will be used for Search Company which are existing and call from API to retrieve the data.<\/li>\n\n\n\n<li>If the option is not on it will not search the company data.<\/li>\n\n\n\n<li>Company Name *: It is mandatory field.<\/li>\n\n\n\n<li>Company Number: It is an option field.<\/li>\n\n\n\n<li>Business Activity: It will display a list of Business Activity like Apparel, Banking, Biotechnology, Chemicals, Communications etc.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"http:\/\/pracmate.com\/wp-content\/themes\/prompt\/images\/easyacc\/clients\/client_03.png\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Country Of Incorporation: It will display a list Country Of Incorporation like England and Wales, Northern Ireland, Scotland and Wales.<\/li>\n\n\n\n<li>Incorporation Date: incorporation date means the date on which the Corporation is incorporated into a public company and issued with a certificate to commence business.<\/li>\n\n\n\n<li>Trading Start Date: It is just field for Trade start of company.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"http:\/\/pracmate.com\/wp-content\/themes\/prompt\/images\/easyacc\/clients\/client_04.png\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Entity Type *: It is mandatory field and it will display a list of Entity Type like Small Business, Large Business, Property Business, Contractor like Sole Trader, Private, Construction, Partnership, LLP, Individual.<\/li>\n\n\n\n<li>Company Email Address *: It is mandatory field.<\/li>\n\n\n\n<li>Country Phone Code*: It is mandatory field which display country phone code list.<\/li>\n\n\n\n<li>Company Phone No. *: It is mandatory field.<\/li>\n\n\n\n<li>SIC Code: It will display list of codes from 1110 to 99999.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Registered Office Address:<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>It will display office address fields and if it is company search then retrieve all the data from the API.<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\">Trading Address :<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Copy Registered Address: It will copy the same Registered Address in to Trading Address.<\/li>\n\n\n\n<li>Trading Name: It will be the Company Name.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"http:\/\/pracmate.com\/wp-content\/themes\/prompt\/images\/easyacc\/clients\/client_05.png\" alt=\"\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Save &amp; Exit:<\/strong> After fill all the require details it will save the lead and redirect on Clients listing page.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Save &amp; Next:<\/strong> After fill all the require details it will save the lead and move on next tab Contacts.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"http:\/\/pracmate.com\/wp-content\/themes\/prompt\/images\/easyacc\/clients\/client_06.png\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>By default, it will display listing page along with Add contact button on page.<\/li>\n\n\n\n<li>After add new contact it will display table as Name, Mobile No, Position, Kyc Expired, Primary Contact, App Login and Actions View, Edit, Delete.<\/li>\n\n\n\n<li>Primary Contact: It will be select as Primary Contact.<\/li>\n\n\n\n<li>App Login: It will access to app login from mobile app.<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\">Add New Contact :<\/h4>\n\n\n\n<p class=\"wp-block-paragraph\">Click on Add Contact button it will open Create Contact form.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"http:\/\/pracmate.com\/wp-content\/themes\/prompt\/images\/easyacc\/clients\/client_07.png\" alt=\"\"\/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\">Internal Ref :<\/h4>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"http:\/\/pracmate.com\/wp-content\/themes\/prompt\/images\/easyacc\/clients\/client_11.png\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Client Number:&nbsp; It will display CLN Prefix tag with Client ID.<\/li>\n\n\n\n<li>Client Status: It will be display status from API if user has Company Search. There is multiple options in list and based on selection it will be display the status.<\/li>\n\n\n\n<li>Accountant Manager: It will display list of staff and used in work flow to assign task.<\/li>\n\n\n\n<li>Accountant: It will display list of staff and used in work flow to assign task.<\/li>\n\n\n\n<li>Bookkeeper: It will display list of staff and used in work flow to assign task.<\/li>\n\n\n\n<li>Client Grade: It will display list of grade and based on selection it will display on client list page.<\/li>\n\n\n\n<li>Client Risk Level: It will display list of risk and based on selection it will display on client list page.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"http:\/\/pracmate.com\/wp-content\/themes\/prompt\/images\/easyacc\/clients\/client_12.png\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Tags: It will add from settings and based on tags it will work. It will show added tags on listings page.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Urgent Note: You can add urgent note to remember if is there any urgent for this client. So whenever you select particular client from client field, It will show added urgent notes besides client field.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"http:\/\/pracmate.com\/wp-content\/themes\/prompt\/images\/easyacc\/clients\/client_13.png\" alt=\"\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Save &amp; Exit:<\/strong> After fill all the require details it will save the lead and redirect on Clients listing page.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Save &amp; Next:<\/strong> After fill all the require details it will save the lead and move on next tab Management Accounts.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Manage Accounts :<\/h4>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"http:\/\/pracmate.com\/wp-content\/themes\/prompt\/images\/easyacc\/clients\/client_14.png\" alt=\"\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Accounts Frequency: It will display list of accounts payroll frequency and based on selection it will work.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"http:\/\/pracmate.com\/wp-content\/themes\/prompt\/images\/easyacc\/clients\/client_15.png\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Management Accounts Period End: Based on selection of date the Management Accounts Period End.<\/li>\n\n\n\n<li>Management Accounts Next Due: Based on selection of date the Management Accounts Next Due<\/li>\n\n\n\n<li>Latest Action: It will display list of actions and based on selection it will update latest action date.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"http:\/\/pracmate.com\/wp-content\/themes\/prompt\/images\/easyacc\/clients\/client_16.png\" alt=\"\"\/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Latest Action Date: It will display date based on selection of latest action.<\/li>\n\n\n\n<li>Records Received: Based on selection of date Records Received.<\/li>\n\n\n\n<li>Progress Note: User can add progress note.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Save &amp; Exit:<\/strong> After fill all the require details it will save the lead and redirect on Clients listing page.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Save &amp; Next:<\/strong> After fill all the require details it will save the lead and move on next tab Compliance &amp; Deadlines.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\">Companies and Deadlines<\/h4>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"http:\/\/pracmate.com\/wp-content\/themes\/prompt\/images\/easyacc\/clients\/client_17.png\" alt=\"\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Security Details: <\/strong>It will display Company Name, Company Number, Country Of Incorporation, Corporation Tax Number and SIC Code. It will work for staff according to given permission, if not given permission to particular staff or role then it will not see to that staff or role.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">HMRC: Edit the fields to update credentials for HMRC.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"http:\/\/pracmate.com\/wp-content\/themes\/prompt\/images\/easyacc\/clients\/client_18.png\" alt=\"\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Payroll Govt Gateway: Edit the fields to update credentials for Payroll Govt Gateway.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"http:\/\/pracmate.com\/wp-content\/themes\/prompt\/images\/easyacc\/clients\/client_19.png\" alt=\"\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">CT Govt Gateway: Edit the fields to update credentials for CT Govt Gateway.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"http:\/\/pracmate.com\/wp-content\/themes\/prompt\/images\/easyacc\/clients\/client_20.png\" alt=\"\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">VAT Govt Gateway: Edit the fields to update credentials for VAT Govt Gateway.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"http:\/\/pracmate.com\/wp-content\/themes\/prompt\/images\/easyacc\/clients\/client_21.png\" alt=\"\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">General Notes: Notes can be add.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"http:\/\/pracmate.com\/wp-content\/themes\/prompt\/images\/easyacc\/clients\/client_22.png\" alt=\"\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Corporation Tax: It will display many field options and based on selection it will work.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"http:\/\/pracmate.com\/wp-content\/themes\/prompt\/images\/easyacc\/clients\/client_23.png\" alt=\"\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Company Secretarial: It will display many field options and based on selection it will work.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"http:\/\/pracmate.com\/wp-content\/themes\/prompt\/images\/easyacc\/clients\/client_24.png\" alt=\"\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">VAT: It will display many field options and based on selection it will work.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"http:\/\/pracmate.com\/wp-content\/themes\/prompt\/images\/easyacc\/clients\/client_25.png\" alt=\"\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Payroll: will display many field options and based on selection it will work.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"http:\/\/pracmate.com\/wp-content\/themes\/prompt\/images\/easyacc\/clients\/client_26.png\" alt=\"\"\/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Save &amp; Exit:<\/strong> After fill all the require details it will save the lead and redirect on Clients listing page.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Edit<\/strong> &#8211; It will display the client details and by making require change it will update the client details respectively.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Company Details : Registered Office Address: Trading Address : Save &amp; Exit: After fill all the require details it will save the lead and redirect on Clients listing page. Save &amp; Next: After fill all the require details it will save the lead&hellip;<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":1764,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_monsterinsights_skip_tracking":false,"footnotes":""},"class_list":["post-1768","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How can I add new client ? - Help Center<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/pracmate.com\/helpcenter\/clients\/how-to-add-new-client\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How can I add new client ? - Help Center\" \/>\n<meta property=\"og:description\" content=\"Company Details : Registered Office Address: Trading Address : Save &amp; Exit: After fill all the require details it will save the lead and redirect on Clients listing page. 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