Client Base

 

Available Columns Description Date Range Available Chartable Links to Page
General Information
Address 1 The first line in the main address for the client      
Address 2

The second line in the main address for the client

Examples: suite number, building number

     
Address 3 The third line in the main address for the client      
Address

The first line in the main address for the client

Example: street address

     
City The city name in the main address for the client      
Client Account ID The account ID associated with the client      
Client Type The client type associated with the client     Client Type
Company Name The name of the company associated with the client     Company
Contact 1 Information Information about the contact people associated with the client     Contact
Contact 1 Text

Text about the contact people associated with the client

     Contact
Contact 2 Information Information about the contact people associated with the client     Contact
Contact 2 Text

Text about the contact people associated with the client

     Contact
Contact 3 Information Information about the contact people associated with the client     Contact
Contact 3 Text

Text about the contact people associated with the client

     Contact
Contact 4 Information Information about the contact people associated with the client     Contact
Contact 4 Text

Text about the contact people associated with the client

     Contact
Contact 5 Information Information about the contact people associated with the client     Contact
Contact 5 Text

Text about the contact people associated with the client

     Contact
Contact 6 Information Information about the contact people associated with the client     Contact
Contact 6 Text

Text about the contact people associated with the client

     Contact
Contact 7 Information Information about the contact people associated with the client     Contact
Contact 7 Text Text about the contact people associated with the client     Contact
Contact 8 Information Information about the contact people associated with the client     Contact
Contact 8 Text Text about the contact people associated with the client     Contact
Contact 9 Information Information about the contact people associated with the client     Contact
Contact 9 Text Text about the contact people associated with the client     Contact
Contact 10 Information Information about the contact people associated with the client     Contact
Contact 10 Text Text about the contact people associated with the client     Contact
Contact 11 Information Information about the contact people associated with the client     Contact
Contact 11 Text Text about the contact people associated with the client     Contact
Contact 12 Information Information about the contact people associated with the client     Contact
Contact 12 Text Text about the contact people associated with the client     Contact
Contact 13 Information Information about the contact people associated with the client     Contact
Contact 13 Text Text about the contact people associated with the client     Contact
Contact 14 Information Information about the contact people associated with the client     Contact
Contact 14 Text Text about the contact people associated with the client     Contact
Contact 15 Information Information about the contact people associated with the client     Contact
Contact 15 Text Text about the contact people associated with the client     Contact
Contact 16 Information Information about the contact people associated with the client     Contact
Contact 16 Text Text about the contact people associated with the client     Contact
Contact 17 Information Information about the contact people associated with the client     Contact
Contact 17 Text Text about the contact people associated with the client     Contact
Contact 18 Information Information about the contact people associated with the client     Contact
Contact 18 Text Text about the contact people associated with the client     Contact
Contact 19 Information Information about the contact people associated with the client     Contact
Contact 19 Text Text about the contact people associated with the client     Contact
Contact 20 Information Information about the contact people associated with the client     Contact
Contact 20 Text Text about the contact people associated with the client     Contact
Country The country name for the client      
Create Finance Charges Create finance charges for this client’s invoices      
CRM Client ID The client ID associated with the client in CRM      
Description The description of the client     Client
Email Statement Template The name of the email statement template selected for the client      
Email The email address for the client      
Fax Number The fax number for the client      
Fax Text A description of the fax number for the client      
Invoice Delivery Preference The invoice delivery preference selected for the client in Setup > Clients      
Mailing Address 1

The first line in the mailing address for the client

Example: street address

     
Mailing Address 2

The second line in the mailing address for the client

Examples: suite number, building number

     
Mailing Address 3 The third line in the mailing address for the client      
Mailing Address The first line in the mailing address for the client      
Mailing City The city name in the mailing address for the client      
Mailing Country The country name in the mailing address for the client      
Mailing State The state name in the mailing address for the client      
Mailing ZIP The ZIP code in the mailing address for the client      
Notes Any notes about the client      
Phone 1 Number The primary phone number for the client      
Phone 1 Text

A description of the primary phone number for the client

Examples: Office, Cell

     
Phone 2 Number The secondary phone number for the client      
Phone 2 Text

A description of the secondary phone number for the client

Example: Home

     
Phone 3 Number The tertiary phone number for the client      
Phone 3 Text A description of the tertiary phone number for the client      
Phone Numbers The phone numbers for the client      
Send Statement Send a statement to this client      
State The state name in the main address for the client      
Status

The status of the client

Examples: Active, Inactive

     
Website The website URL associated with the client      
ZIP The ZIP code in the main address for the client      
People
Contact 1 Name The names of the contact people associated with the client     Contact
Contact 2 Name The names of the contact people associated with the client     Contact
Contact 3 Name The names of the contact people associated with the client     Contact
Contact 4 Name The names of the contact people associated with the client     Contact
Contact 5 Name The names of the contact people associated with the client     Contact
Contact 6 Name The names of the contact people associated with the client     Contact
Contact 7 Name The names of the contact people associated with the client     Contact
Contact 8 Name The names of the contact people associated with the client     Contact
Contact 9 Name The names of the contact people associated with the client     Contact
Contact 10 Name The names of the contact people associated with the client     Contact
Contact 11 Name The names of the contact people associated with the client     Contact
Contact 12 Name The names of the contact people associated with the client     Contact
Contact 13 Name The names of the contact people associated with the client     Contact
Contact 14 Name The names of the contact people associated with the client     Contact
Contact 15 Name The names of the contact people associated with the client     Contact
Contact 16 Name The names of the contact people associated with the client     Contact
Contact 17 Name The names of the contact people associated with the client     Contact
Contact 18 Name The names of the contact people associated with the client     Contact
Contact 19 Name The names of the contact people associated with the client     Contact
Contact 20 Name The names of the contact people associated with the client     Contact
Dates
Date Established The date the client was established      
Last Receipt Date The date of the last receipt entered from the client      
Hours/Units
Billed Hours The total number of hours billed to the client X X  
Hours Worked The total number of hours worked by this client X X  
Premium 1 Hours Worked The total premium 1 hours charged to this client X X  
Premium 2 Hours Worked The total premium 1 hours charged to this client X X  
Premium 3 Hours Worked The total premium 1 hours charged to this client X X  
Regular Hours Worked The total regular hours worked by this client X X  
WIP Hours Total WIP hours X X  
Written off Hours Total written off hours X X  
Dollars
Billed Adjustments Consultant The amount of adjustments with an activity type of Consultant that were billed X X  
Billed Adjustments Expense The amount of adjustments with an activity type of Expense that were billed X X  
Billed Adjustments Labor The amount of adjustments with an activity type of Labor that were billed X X  
Billed Adjustments The amount adjustments billed X X  
Billed Consultant The amount of consultant costs billed to the client X X  
Billed Expense The amount of expenses billed to the client X X  
Billed Labor The amount of labor billed to the client X X  
Billed Sales Tax The amount of sales tax for labor or expenses X X  
Billed The total amount billed to the client X X  
Cost Burdened The cost amount of the phase + the overhead amount X X  
Cost Consultant The cost amount of the consultants for the phase X X  
Cost Expense The cost amount of the expenses for the phase X X  
Cost Labor The cost amount of the labor for the phase X X  
Cost

The cost amount of the phase

This does not include any markups.

X X  
Finance Charge Percent The percent to use when calculating finance charges for this client      
Payroll Cost Burdened w/Exp & Cons

The payroll cost of labor for the client with overhead and DPE costs included, plus expenses and consultants

Payroll cost is the total sum of money to be paid out to employees at a given time.

X X  
Payroll Cost Labor Burdened

The payroll cost of labor for the client with overhead and DPE costs included

Payroll cost is the total sum of money to be paid out to employees at a given time.

X X  
Payroll Cost Labor

The payroll cost of labor for the client without overhead and DPE costs

Payroll cost is the total sum of money to be paid out to employees at a given time.

X X  
Payroll Cost w/Exp & Cons

The payroll cost of labor for the client without overhead and DPE costs, plus expenses and consultants

Payroll cost is the total sum of money to be paid out to employees at a given time.

X X  
Prepayment Balance The total amount of prepayments remaining to be applied X X  
Prepayment Beginning Balance The amount of prepayments received by the client prior to the beginning balance date   X  
Receipts Adjustment Consultant The amount of client receipts entered for adjustments with an activity type of Consultant X X  
Receipts Adjustment Expense The amount of client receipts entered for adjustments with an activity type of Expense X X  
Receipts Adjustment Labor The amount of client receipts entered for adjustments with an activity type of Labor X X  
Receipts Sales Tax The amount of sales tax for the client included in the client receipts X X  
Receipts The total amount of client receipts entered for the client X X  
Receivable Balance The total amount remaining to be paid by the client   X  
Spent Consultant The amount of consultant work performed by the client at the billing rates X X  
Spent Expense The amount of expenses incurred by the client at the billing rates X X  
Spent Labor The amount of labor performed by the client at the billing rates X X  
Spent The total amount of time and expense spent by the client at the billing rates X X  
WIP Consultant The amount of work-in-progress (WIP) for consultant costs for the client X X  
WIP Expense The amount of work-in-progress (WIP) for expenses for the client X X  
WIP Labor The amount of work-in-progress (WIP) for labor for the client X X  
WIP The total amount of work-in-progress associated with the client X X  
Written off Consultant The amount of write-off for consultant costs for the client X X  
Written off Expense The amount of write-off for expenses for the client X X  
Written off Labor The amount of write-off for labor for the client X X  
Written off The total amount of write-off associated with the client X X  
Keys
Ajera Client Key in Mapping Table The database identifier of the Ajera client key in the CRM Mapping table      
Client Key The database identifier of the client   Client  
Client Type Key The database identifier of the client type   Client Type  
Company Key The database identifier of the company associated with the client   Company  
Contact 1 Key The database identifier of the contact associated with the client   Contact  
Contact 2 Key The database identifier of the contact associated with the client   Contact  
Contact 3 Key The database identifier of the contact associated with the client   Contact  
Contact 4 Key The database identifier of the contact associated with the client   Contact  
Contact 5 Key The database identifier of the contact associated with the client   Contact  
Contact 6 Key The database identifier of the contact associated with the client   Contact  
Contact 7 Key The database identifier of the contact associated with the client   Contact  
Contact 8 Key The database identifier of the contact associated with the client   Contact  
Contact 9 Key The database identifier of the contact associated with the client   Contact  
Contact 10 Key The database identifier of the contact associated with the client   Contact  
Contact 11 Key The database identifier of the contact associated with the client   Contact  
Contact 12 Key The database identifier of the contact associated with the client   Contact  
Contact 13 Key The database identifier of the contact associated with the client   Contact  
Contact 14 Key The database identifier of the contact associated with the client   Contact  
Contact 15 Key The database identifier of the contact associated with the client   Contact  
Contact 16 Key The database identifier of the contact associated with the client   Contact  
Contact 17 Key The database identifier of the contact associated with the client   Contact  
Contact 18 Key The database identifier of the contact associated with the client   Contact  
Contact 19 Key The database identifier of the contact associated with the client   Contact  
Contact 20 Key The database identifier of the contact associated with the client   Contact  
Action
Delete CRM Mapping

Deletes the selected client from the CRM mapping table.

For more information , see Maintaining the CRM Mapping Table.

      
Gantt

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