Call Now 866.456.9326 or Sign Up for a free 14-day trial! Terms of Use   Privacy Policy   Site Map

Enter Your Hours Logo

Complete Billing Software

Quickbooks Integration McAfee Secure sites help keep you safe from identity theft, credit card fraud, spyware, spam, viruses and online scams
Online Payments
Online Time Sheet Billing Software

Working with the Client List

Table of Contents  > Managing Clients > Working with the Client List

There are many functions you can perform on a client, most of which can be accessed directly from the Client List Tab.

If you wish for a more detailed explanation on any topic, click on the "Learn More" link below the topic.

Edit
Clicking on the Edit link will jump you to the Client Detail Tab where you can edit the client’s information.

Learn More

Deactivate/Reactivate:
Clicking on the Deactivate link will remove the client from the Client List, and other locations in the EYH System where the client was previously listed.

Learn More

Override
Clicking on the Override link will pop open a form where you can assign billing rates by the worker.

Learn More

Manage Projects
Clicking on the Manage Projects link will pop open a form where you can create, edit, and delete projects assigned to the client.

Learn More


Related Topics:
Managing Clients: Quick How To
Client Detail Page: Explanation of Fields
Adding/Editing a Client
Deactivating and Reactivating Clients
Project Presets
Client / Worker Rate Overrides
Blocking/Unblocking Clients from Workers
Filtering/Search/Sorting Clients
Printing the Client List
Exporting the Client List


Home |  Free Trial |  Features |  Software Reference |  Tours & Tutorials |  Pricing |  FAQ |  Quickbooks Integration |  Terms of Use |  Privacy Policy |  Site Map |  Blog

Enter Your Hours, LLC © 2008 - 2009. All Rights Reserved.
7/1/2025 5:35:32 AM