Client - General

Navigation:  
Log in as an administrator.

Once logged in, proceed to the "Organization" section and navigate further to the "Clients" category.



  Organization --> Clients --> Double click on client.



After creating the client, click on edit client and you will find the ClientId and OrganizationId fields at the top of the client.

• Organization Id
  This is the GUID for the direct parent organization. Used by integrator. Click GUID to copy.
  
  
• Client Id
  This is the GUID for the client / company. Used by integrator. Click GUID to copy.
  
  
• Client name (Company name)
  Appears in
  • The list of clients in settings
  • In the invoice header
  • In the list of clients the invoice can be moved to.
    
    
• Company No.
  The organization number determines the receiving address for PDF and EHF invoices. 
  For example: Organization number123456789activates receipt for invoice [e-mail] 
  
  
• 4 Eyes Control
  If you check the '4 Eyes Control' feature, you can enable multiple approval checks and specify the minimum number of required approvers.
  Read More

NOTE : Organization No. must be unique.

Check :  ELMA registration

• ERP type
  For information only.

• ERP external ID
  The client's or company's identification in the external system must match the ID in that system, especially for integrations with Visma Global .
  
  Appears in:
  
  • The list of clients in settings
  • In the invoice header
  • In the list of clients the invoice can be moved to.
    
    
• Currency
  This is the currency used when calculating all report amounts / reporting amounts.
  
  
• Address
  For information only
  
  
• Postcode
  For information only 
  
  
• City
  For information only
  
  
• Country
  For information only
  
  
• Status
  Determines whether the client appears in the list of clients in settings and the list of clients the invoice can be moved to.
  
  • Active  - The client is displayed.
  • Inactive  - The client is not displayed.