Create, Edit or Delete a Customer Profile

Overview

The Customer (or biller) is the company that will be invoiced for your employees’ services. The Customer profile is used to manage compliance, invoicing and purchases.

Create a Customer Profile

To add a new Customer:

1. Go to Users > Customers > New Customer.

2. Enter the Company Name and ABN in the Entity Details screen, as these fields are mandatory. The remaining fields in Entity Details and Billing Details are optional, so enter other information as required.

3. Click Save.

If the optional data isn’t entered when you first set up the Customer, you can click into the Customer profile settings later to add this.

Edit a Customer Profile

Other information can be entered in a Customer profile, depending on which modules have been enabled in your portal.

Some of the settings that you can enter in the Customer profile will override settings at the entity level.

To edit the settings for a Customer, go to Users > Customers > select the customer, then edit the relevant data. The tabs in the Customer profile include:

Billing Details	Contains billing information for each Customer, including: Customer-specific General Purchase Order Number Client-Specific Invoice Code Next Available Client-Specific Invoice Number Client-Specific Item Code Options for direct debit or credit card payment
Compliance	Allows you to manage the compliance profile of the Customer and each workplace within that Customer
Project Management	Allows you to select specific projects to apply to a Customer Visible only if the Project Management module is enabled
Default Settings	Includes settings for jobs with the Customer, such as: Invoice description text for invoices sent to the Customer Invoice Consolidation method Billing Entity for the Customer, if multiple entities are set up in the portal Default Invoice Send Method Approval Method Use System Default ‘Must login to approve timesheets’ forces approvers to login to the portal to approve timesheets ‘One click approval (Email)’ allows approvers to approve or reject directly from the email ‘Two click approval (Email plus confirmation)’ will direct approvers to an additional confirmation page when they approve or reject from the email If expenses are available for contractors working with the Customer Default Rule Group and Rate card for the Customer
Customer Note	A log of notes entered by the System and Payroll Administrators in your portal relating to the Customer
Integration	Enables you to import and export GL date by providing reference codes such as: Timesheet and Expenses Income Account Code Expense Account Code API Remote ID
Approver Groups	Allows you to create Customer approver groups by workplace and job An approver group enables contractors to submit timesheets to any Approver within a set group
Workplaces	Used to define departments, branches or locations within a Customer Workplace address also determines Payroll Tax and Workplace Insurance reporting in AU entities
Billing Groups	Required if the Invoicing module is enabled Specifies who invoices should go to Allows setup of default and additional billing contacts Allows setup of Accounts Receivable contact to receive Activity and Outstanding statements

Delete a Customer Profile

Customer profiles can be deleted if they haven’t been assigned to an employee or a job. To delete the Customer, go to Users > Customers > select the customer > Delete. 

The option to Delete will not appear in the left navigation menu if a Customer profile is assigned to an employee or job.