A client company 0:49
Each client is a company with its own books, GST and bank.
Transcript
Hi, I'm Zuzu. When you take on a client, their business becomes a company in your ERP, with its own books.
In Clients, open Client companies. A new company gets the Indian chart of accounts, a fiscal year, and its default accounts.
Under tax details: the client's GSTIN and PAN. Invoices, returns and TDS all use them from here.
Bank accounts holds the client's current account, linked to its ledger. Receipts and payments go through it.
Your administrator can limit each staff member to their own clients. They then see only those clients' books, in every menu and report.
That's it! Need a hand? Visit zenoziva.com
