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The table below provides an overview of the site admin settings that control the behaviour of client cards.

Click the blue links on the left to access full instructions for each setting.

Custom FieldsSet up extra fields for recording additional information on the client card.
Transaction TermsSet up transaction terms for your business.
Default MarkupsSet up business unit and client specific markups for material costs.
Company/Reference Name for Individuals

Select the appropriate naming format for individuals (this should match the naming format used by your accounts package).
For example: Jones Mary or Jones, Mary or Mary Jones.

Account Package Defaults

The table below are suggestions based on known defaults. We recommend you check your accounting package to confirm the naming format.

Accounting PackageFormat
MYOBSurname, Firstname
QuickbooksSurname Firstname
XeroFirstname Surname
Set New Clients to "Individual" by default

Set the 'Individual' checkbox to be ticked by default when creating a client.

Ideal if your clients are usually individuals, rather than companies

If 'Not Set', AroFlo will use what has been set in the top level Business Unit.

If 'Not Set' in the top level Business Unit, the 'Individual' checkbox will not be ticked when creating a client.

Allow Account Managers on ClientsCheck this box to allow account managers to be added to client cards.
Default Client Note RestrictionsSet the defaults for who has access to client notes.
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