Clients

There are two types of client records in ACAS:

• Givers – these names appear in income-related screens and are able to be selected by the Conference team in the "Treasurer" field in Organisations

• Suppliers – these names appear in expense-related screens

Clients can easily be added and details updated as necessary following the steps below. Attachments are also able to be added to clients, for example documents relating to a supplier.

1. Go to the General Ledger menu, then click Clients.

2. Select your search filters. These can either be one or a combination of the following:

   • Given Name

   • Surname/Business Name

   • Type

   • Status

   Click Search.

3. Highlight the desired client that you wish to update. This will bring up the clients details.

4. If any changes are required, make the edits and click Save

   1. Click on the Transaction tab to see a list of all transactions that have been processed for the selected client.

   2. Click on the Attachments tab to upload files relevant to the client.

   3. If the client is no longer needed, it can be made inactive so that it does not appear in the income and expense screens by deselecting the 'Active' checkbox. Then click Save.

5. If you wish to clear the search results, click the Clear button. 

6. Alternatively, add a new client by clicking New. See Create a New Client for instructions.

Explanation of selected fields on the Giver record

• MyAdventist ID - if the giver has given via eGiving and were logged in to MyAdventist at the time, their MyAdventist ID will appear here. This is useful for the Adventist Technology Service Desk team to troubleshoot eGiving issues. 

• Is Depositor - check this box for this giver to be used in the Depositor field on the Bank Deposit Entry and Search screens.