Setting Up Customers

When your employees record their time and expenses, those entries can be linked to customers from the The Customer List. Access to customers can be limited to reduce data entry errors and protect sensitive data. Accordingly, customers can be associated with specific projects and limited for use by specific employees.

The Customer List can be enabled/disabled in the company settings. To toggle access to the Customer List:

  1. Click the gear wheel icon in the upper-right, and click Company Settings.
  2. Navigate to the Features tab.
  3. Check the box next to Use the Customers List with projects and expense tracking to enable the Customer List.
  4. Click the Save button.

There are two ways to create new customers:

Add a Single Customer 

  1. Click Customers in the left menu.
  2. Enter the customer name in the New Customer field. (You may wish to click the Show/Hide Optional Fields link to enter additional customer details.)
  3. If you wish to restrict the use of the customer to specific projects, un-check the box next to Allow this customer to be used with any project and make specific selections.
  4. If you wish to restrict the use of the customer to specific users, un-check the box next to Allow this customer to be used by any employee and make specific selections. Note: This can also be accomplished on a per user basis in employee settings.
  5. Click the Add Customer button to save the new customer.

Note: The default customer (Unassigned) cannot be deleted, but its name can be changed by editing it. 

Import a Customer List

  1. Click Customers in the left menu.
  2. Locate and click the blue add many customers link.
  3. On the following page, click the blue Download Template File With Header link to download the formatted import file.
  4. Follow the instructions on this page for populating the spreadsheet with your customer list, placing the customer names in column A and either “yes” or “no” in columns B and C. Then, save the file to an easily accessible location on your computer. 
  5. Check the box next to Check for duplicate customers before adding if you already have customers in your list in order to avoid creating duplicate entries.
  6. Make sure that Check if file includes header row if you are using the template file.
  7. Click Browse, navigate to your saved file, and click Open.
  8. Click the Add Customers button. 

Note: The system may reject your import due to errors in the formatting and/or data of the spreadsheet. Please do not hesitate to contact us for assistance with the process.

Was this article helpful?

Related Articles