Client management

The client management interacts with the contact management in Xpert-Timer. Each client can have multiple contacts so that multiple locations or addresses can be used. A lot of detailed information can be stored for each client, such as the status of the client relationship, a categorization, the accounting unit that is set as standard and many others. Additionally, multiple user-defined fields can be assigned by the user.

The client level is an optional entry level for the project time entry. You can also create projects without a client level and record times on projects directly. However, if you also value the client level, the project times can be evaluated in relation to the client.

You can find further information in regards to the "client management" in our manual.