Steps to Entering a Customer

We must have a Client entered, in order to bill time against the client. First we enter the Company, then the main Contact.

1. Get in NetLedger
2. Go to Lists
3. Click on Clients & Projects
4. See if the client is in there

5. If not, click on New in lower right
6. Enter data or copy from SalesForce
7. Enter client code
8. Enter rest of address, phones
9. Fill in main Contact information
   by copy and paste
   Make sure Billing Address includes
    Contact Name
    Company
    Street
    City, ST  ZipCode
   Make sure Fax number and email are ok
10. Submit

Proceed to:
Enter the appropriate hours in Time Tracking

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