*********NOTE* - Due to changes in labeling, all references to Bills have been changed to Invoices, and all references to Billings have been changed to Time Entries in the Guide below. At some point, the Video above may also be updated. *************

******NOTE* Due to changes in labelling, this video will soon be re-recoded to account for Businesses now being referred to as Accounts.*******

The Accounts Entity is an Entity that allows you to access all, edit existing and enter new Accounts into your Curo365 Environment. For a guide on adding general Contacts, as opposed to Accounts, click here:

When first you login to your Curo365 Environment, you’ll be taken by default to the Daily Work Entity. On the left, in the Left Navigator, you’ll see many different Entities under a collection of Subheadings. The Accounts Entity is under the Matters Subheading. See the picture below. 

Once you click the Accounts Entity, it will default to My Active Clients, showing you a list of Clients that you have created and that are considered Active in the system. Active, for the purposes of Curo365, means that they have not been deactivated. Rarely will you need or want to deactivate a client, but if you do, you can follow this guide here.

Note the dropdown menu to the right of My Active Clients. Clicking that carrot gives you the following options for filtering and looking through Accounts. See the breakdown below to understand what those options will show.

My Active Clients – All Clients that you’ve personally entered that are Active.

Active Clients – All Clients in the entire system that are Active.

Inactive Accounts – All Inactive Clients

To add a New Account, click the option at the top that says +New

Clicking +New takes you to a different screen asking you for various bits of information on the new Account. Note that all fields featuring an asterisk require info in order to save the contact. Below, we’ve filled in some dummy information in order to see how some of these fields work.

You can fill out as much or as little information that you need for this Account, but remember that the fields with an asterisk must be filled out in order to save and register the new Account.

Continue filling out the fields with the appropriate information, but when you get to Client Status, take a moment to consider the Account that you’re entering. Prospective, Active and Previous all deal with the status of an actual client, but in the event that you are using this tool to simply enter a Account that you want in your system for later reference, you can leave this as None.

If, however, you do choose Active as your Account’s status, you’ll be presented with a few more options at the top of the New Account screen. You can explore the Billing option on your own, but the Client Info portion is featured below. This includes new fields with asterisks that must be filled in.

***IMPORTANT NOTE*** These fields may be in a different place for you, depending on the setup of your Contact Form, but the most important thing is to make sure that any field with a Red Asterisk is filled in (like Default Rate Type or Bill Delivery, below).

In the Default Rate Type, simply choose a rate from a list of your preset rates. For a guide on how to create rates, click here.

The Invoice Delivery will let you choose how the client receives their Invoice.

The Responsible Party section, while not required, will allow you to set who is the main point of contact for the Account -or- who will be paying the Invoice for the Account. 

*Save and Close

After setting everything in this Account the way that you like, click Save & Close at the top of the screen and you’ll exit back to the main Accounts Entity.

*Note* – If you ever come back to this Account to edit it again, you’ll have to save by either using the small save option in the bottom right corner of the screen, pictured here,

or you can simply press Ctrl + S, as you can in any other Microsoft program.

And there you have it! You can now create new Accounts within Curo365!