Easy Compliance Help - Client Creation
In the Client Master, you can add your business clients whose services are managed by you.
Clients can be added in the Client Master in Client & Settings menu.
Client Master - Add New Client
To add a new Client, in Client & Settings, click Client Master.
On the page that opens, click the New button to add new client details.
On the page that opens, enter the Client's Company Name. Enter contact details - Addresses, selectState, Place and enterPin Code, Email Id,Website, Phone number and FAX.
In Other Details, select Active From Month and Year and enter the Establishment Date.
If GST is Applicable, check the box and in case UIN is applicable, select the option.
If applicable, you can enter the GSTIN/UIN and verify it by clicking the Validate button.
Enter GSTIN Date and select theGST Category, PAN, PAN Date. Click Save and Close to save the client company details.
Enter other statutory details - Enter the company TAN andTAN Date, PF, TIN, ESI and RCN numbers.
After adding all the client details, click Save and Close.
You can import clients at once, by adding client details in an excel template.
To add client details to an excel template, click Import Client button.
In the pop up window that is shown, clickDownload Template to download the Client Import Template. Enter client details in this file and save it.
To Import the list of clients, along with their details at once, click theImport Client button, and then click Choose File.
Select the Client Import file in which you have added client details and click Import to import the client list at once.
To update Client Contacts, click User/Contact action button.
In the Page that opens, enter Contact Name,Designation, Email Ids and Phone numbers.
and click Save.
Import Client Contacts
You can import Client Contacts in the same way as you have imported Clients, by clicking the Import Contacts button.
You can provide access to the application to the client by creating Client Login.
To create client login, select Yes in Login Required, otherwise, select No.
Select Role, enter Password and if you want to Show Service Credentials, check the box.
To send user credentials to the client user, click the Send User Credential Email action button. An email with credentials will be sent to the client.
To edit Client details, select the Edit action button and update client company details.
To Activate/Deactivate the client, click the respective action button to set the status.
To Delete the client, click the respective action button.
Access Client Payroll
You can access client Payroll by clicking the Payroll Action Button.
On clicking this button, the Payroll application plugin will open.
If payroll is newly created click on Create Payroll and the screen that opens has 2 options and you can choose either of them and click Save. Than you can go to payroll plugin.
When there is a large number of clients, this feature is very useful to search and list clients.
To search, enter the criteria in the client search box provided, and click Search.
Advance Client Filter
Using the Advanced Client Filter, you can search clients based on specific criteria suchas Company Name, Group, Phone Number, Place, Email Id orArea. Select the criteria to search and click List to perform the search.