Client Setup & Maintenance

Client setup & maintenance is easy in ChronoBeans. In the top navigation bar on the ChronoBeans Administration screen, select ‘Client’ and you will see the menu options below. When you choose Add New Client or Edit Client the ‘Client Maintenance’ screen appears: Fields with Required information have an *Asterisk. Enter Client Name and Short Name. Client Short…

Client Rate Options

ChronoBeans lets you control client rate options easily. Use default billing rates or setup special rates for a client using the Client Maintenance screen. Your default Billing Rate settings will show up automatically when you set up a new client.  If you have not set default Billing Rate, go to ChronoBeans Administration/Admin/Application Controls. See Application Control…

Client Invoice Options

ChronoBeans allows you to set client-specific invoice options or use default invoice and log settings. This will determine how your invoice and log will format when printed Your default invoice/log settings will show up automatically for each client. If you have not set default Invoice/Log settings, go to Client Administration/Admin/Configure/Application Controls. Setting client-specific invoice and log…