Clients can easily be added and details updated as necessary following the steps below.
There are three two types of clients in ACAS:
- Givers – these names appear in the income screens and are able to be selected as the Treasurer in Organisation Edit.
- Suppliers – these names appear in the expense screens only
- Givers and Suppliers – these names appear in the income and expense screens
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Go to the Admin menu, then click ClientClients.
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| 2 | Select your search filters. These can either be one or a combination of the following:
Click Search. |
| 3 | Highlight the desired client that you wish to update. This will bring up the clients details.
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| 4 | If client is no longer needed, the desired client can be made inactive so that it does not appear in the income and expense screens by unselecting the 'Active' checkbox. |
| 5 | Once all changes have been made, click Save. |
| 6 | Under the Transaction tab, you are also able to see a list of all transactions that have been processed for the selected client.
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| 7 | If you wish to clear the search results, click the Clear button. |
| 8 | Alternatively, add a new client by clicking New |
