Nitin Mittal Senior Manager, Assurance and Risk Advisory at Perfect Accounting .and shared services Pvt. Ltd. Read more…
Repeat the previous two step to create more clients. Now you can add Projects.
There are only two mandatory fields that you need to fill to create each client. Rest of the fields are optional. After filling the fields click on “Add”.
To create clients click on “Clients” under “Administration” menu (you cannot add projects without clients since each project needs to be linked to a client).