Adding Manual Clients

Adding Manual Clients

Introduction

If you're not using any of the available accounting software but some other method or software for your accounting and fund processing, you can create client manually.

Adding Manual Client

Step 1: Click on Clients > Manage Clients.

clients-manage-clients

Step 2: Click on Import Clients and select Add Client.

import-clients-add-clients

Step 3: On the appearing slider, add the required information like Basic Details, Contact Details, Fund Details, Trustees, Members and Files.
Notes
Note: Details with asterisk sign are compulsory to be filled, you won't be able to process forward if left empty.
Step 4: Once you have added the details, click on Create Client.

add client details-and-create-client


Step 5: The Client will be created successfully and you will receive a confirmation toast message at the bottom of your screen.

client-created-successfullyt

The added client will be now available under Clients > Manage Clients > Active Clients.

manage-clients

You can now create job for the added manual fund.

To learn more about the process , explore best practices, and make the most of our features, please visit our Knowledge Base. You can also check our FAQ section for answers to common questions, or contact our Support team if you need any assistance.

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