Add Client dialog

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Use the Add Client dialog to enter the basic identification information for a new client record and to select the services that your firm provides to the client. If you also select a client template, the application will use the settings from the template to create the new client record.

Choose Setup > Clients and click the Add button.

See also

Notes

  • The services that are available for selection from Clients screen depend on current licensing for the firm.
  • You can enable the Payroll service for live payroll processing for either the firm or the client, but not for both - unless you set up the client to use the Payroll setup only service. After you create the client record, you cannot disable the Payroll service for the client if there are any unprinted payroll checks in the database. Also, the Transactions to Fund settings in the Impound tab of the Clients screen are available only if the Payroll service is marked for the firm to process payroll.
  • The services you select may affect the availability of screens and menu options for the current client. When a checkbox for a service is cleared, the screens that apply to that service are unavailable for the client.
  • Service-specific commands are not removed from menus or from the navigation bars if that service is enabled for one or more clients.

Fields & buttons

  • ID. Enter up to 11 characters (no spaces or special characters).
  • Template. If an existing client template applies to this new client, select that template from the drop-down list.
  • Client name. Enter up to 50 alphanumeric characters (spaces and special characters are acceptable).

State. Select the client's state or province from the drop-down list.

Mark the checkbox for each type of service your firm will provide for the client.

  • Accounting. For write-up and trial balance tasks (general ledger, account segments, journals, trial balance, and so forth).
  • Payroll (after-the-fact). For after-the-fact payroll processing (compliance reporting for employees and vendors).
  • Payroll. For live payroll processing (printing payroll checks, batch check entry, accruable benefits, editing shortfall balances, etc.).

Note: This section is not available if you are licensed for only Accounting CS Payroll.

To enable your client to use Accounting CS via Virtual Client Office, mark the Enable Client Access checkbox and then select the services that the client will use. Note that additional NetClient CS fees apply to the Client Access services.

  • Check Writing. For basic accounting and checkwriting tasks (vendor payments, bank account reconciliation, etc.).
  • Check Writing and Payroll. For basic accounting, checkwriting, and live payroll processing tasks (printing payroll checks, batch check entry, new hire processing, etc.).
    • Payroll setup only. For employee payroll information setup and access to payroll reports. Access to payroll processing and data-entry screens is restricted.
  • Client Accounting. Includes Check Writing, Accounts Payable, and Accounts Receivable services.
  • Full Service Bundle. Includes Check Writing, Payroll, Accounts Payable, and Accounts Receivable services.
    • Payroll setup only. For employee payroll information setup and access to payroll reports. Access to payroll processing and data-entry screens is restricted.

Note: This section is available to only those firms who run Accounting CS in the Virtual Office CS or Software as a Service (SaaS) environment. To make Client Access Services available, you must first enable firm security on the Preferences tab of the Setup > Firm Information > Firm screen.

Master client. Mark this checkbox to set up this client as a master client. You can then consolidate data from multiple subsidiary clients into the master client record from the Actions > Consolidate Clients screen.

Notes

  • The option to create a master client is available for the Accounting service only; it does not apply to the payroll services. To create payroll consolidation groups, see Consolidating client payroll and payroll tax information.
  • You cannot set up clients who use Accounting CS Client Access as master clients.
  • You cannot consolidate data for a master client into another master client.
  • After you create a client record, you cannot change the master client status of that client. All master clients remain master clients; all non-master clients remain non-master clients.

Related topics

Client setup overview

Setting up a client for Accounting CS Client Access

Creating a consolidated master client record

Consolidating client payroll and payroll tax information

Using templates for client and employee setup

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