cv304
9/8/2017 - 4:33 PM

Client Base

Client Base
 





Available Columns
Description
Date Range Available
Chartable
Links to Page
General Information 
Address 1
The first line in the main address for the client
 
 
 
Address 2
The second line in the main address for the client
Examples: suite number, building number 
 
 
 
Address 3
The third line in the main address for the client
 
 
 
Address
The first line in the main address for the client
Example: street address 
 
 
 
City
The city name in the main address for the client
 
 
 
Client Account ID
The account ID associated with the client
 
 
 
Client Type
The client type associated with the client
 
 
Client Type
Company Name
The name of the company associated with the client
 
 
Company
Contact 1 Information
Information about the contact people associated with the client
 
 
Contact
Contact 1 Text
Text about the contact people associated with the client
 
 
Contact
Contact 2 Information
Information about the contact people associated with the client
 
 
Contact
Contact 2 Text
Text about the contact people associated with the client
 
 
Contact
Contact 3 Information
Information about the contact people associated with the client
 
 
Contact
Contact 3 Text
Text about the contact people associated with the client
 
 
Contact
Contact 4 Information
Information about the contact people associated with the client
 
 
Contact
Contact 4 Text
Text about the contact people associated with the client
 
 
Contact
Contact 5 Information
Information about the contact people associated with the client
 
 
Contact
Contact 5 Text
Text about the contact people associated with the client
 
 
Contact
Country
The country name for the client
 
 
 
Create Finance Charges
Create finance charges for this client’s invoices
 
 
 
CRM Client ID
The client ID associated with the client in CRM
 
 
 
Description
The description of the client
 
 
Client
Email
The email address for the client
 
 
 
Fax Number
The fax number for the client
 
 
 
Fax Text
A description of the fax number for the client
 
 
 
Mailing Address 1
The first line in the mailing address for the client
Example: street address 
 
 
 
Mailing Address 2
The second line in the mailing address for the client
Examples: suite number, building number 
 
 
 
Mailing Address 3
The third line in the mailing address for the client
 
 
 
Mailing Address
The first line in the mailing address for the client
 
 
 
Mailing City
The city name in the mailing address for the client
 
 
 
Mailing Country
The country name in the mailing address for the client
 
 
 
Mailing State
The state name in the mailing address for the client
 
 
 
Mailing ZIP
The ZIP code in the mailing address for the client
 
 
 
Notes
Any notes about the client
 
 
 
Phone 1 Number
The primary phone number for the client
 
 
 
Phone 1 Text
A description of the primary phone number for the client
Examples: Office, Cell 
 
 
 
Phone 2 Number
The secondary phone number for the client
 
 
 
Phone 2 Text
A description of the secondary phone number for the client
Example: Home 
 
 
 
Phone 3 Number
The tertiary phone number for the client
 
 
 
Phone 3 Text
A description of the tertiary phone number for the client
 
 
 
Phone Numbers
The phone numbers for the client
 
 
 
Send Statement
Send a statement to this client
 
 
 
State 
The state name in the main address for the client
 
 
 
Status
The status of the client
Examples: Active, Inactive 
 
 
 
Website
The website URL associated with the client
 
 
 
ZIP
The ZIP code in the main address for the client
 
 
 
People 
Contact 1 Name
The names of the contact people associated with the client
 
 
Contact
Contact 2 Name
The names of the contact people associated with the client
 
 
Contact
Contact 3 Name
The names of the contact people associated with the client
 
 
Contact
Contact 4 Name
The names of the contact people associated with the client
 
 
Contact
Contact 5 Name
The names of the contact people associated with the client
 
 
Contact
Dates 
Date Established
The date the client was established
 
 
 
Last Receipt Date
The date of the last receipt entered from the client
 
 
 
Hours/Units 
Billed Hours
The total number of hours billed to the client 
X
X
 
Hours Worked
The total number of hours worked by this client
X
X
 
Premium 1 Hours Worked
The total premium 1 hours charged to this client
X
X
 
Premium 2 Hours Worked
The total premium 1 hours charged to this client
X
X
 
Premium 3 Hours Worked
The total premium 1 hours charged to this client
X
X
 
Regular Hours Worked
The total regular hours worked by this client
X
X
 
WIP Hours
Total WIP hours
X
X
 
Written off Hours
Total written off hours
X
X
 
Dollars 
Billed Adjustments Consultant
The amount of adjustments with an activity type of Consultant that were billed 
X
X
 
Billed Adjustments Expense
The amount of adjustments with an activity type of Expense that were billed 
X
X
 
Billed Adjustments Labor
The amount of adjustments with an activity type of Labor that were billed 
X
X
 
Billed Adjustments
The amount adjustments billed 
X
X
 
Billed Consultant 
The amount of consultant costs billed to the client 
X
X
 
Billed Expense
The amount of expenses billed to the client 
X
X
 
Billed Labor
The amount of labor billed to the client 
X
X
 
Billed Sales Tax
The amount of sales tax for labor or expenses 
X
X
 
Billed
The total amount billed to the client 
X
X
 
Cost Burdened
The cost amount of the phase + the overhead amount 
X
X
 
Cost Consultant
The cost amount of the consultants for the phase 
X
X
 
Cost Expense
The cost amount of the expenses for the phase 
X
X
 
Cost Labor
The cost amount of the labor for the phase 
X
X
 
Cost
The cost amount of the phase 
This does not include any markups. 
X
X
 
Finance Charge Percent
The percent to use when calculating finance charges for this client
 
 
 
Payroll Cost Burdened w/Exp & Cons
The payroll cost of labor for the client with overhead and DPE costs included, plus expenses and consultants 
Payroll cost is the total sum of money to be paid out to employees at a given time. 
X
X
 
Payroll Cost Labor Burdened
The payroll cost of labor for the client with overhead and DPE costs included 
Payroll cost is the total sum of money to be paid out to employees at a given time. 
X
X
 
Payroll Cost Labor
The payroll cost of labor for the client without overhead and DPE costs 
Payroll cost is the total sum of money to be paid out to employees at a given time. 
X
X
 
Payroll Cost w/Exp & Cons
The payroll cost of labor for the client without overhead and DPE costs, plus expenses and consultants 
Payroll cost is the total sum of money to be paid out to employees at a given time. 
X
X
 
Prepayment Balance
The total amount of prepayments remaining to be applied
X
X
 
Prepayment Beginning Balance
The amount of prepayments received by the client prior to the beginning balance date
 
X
 
Receipts Adjustment Consultant
The amount of client receipts entered for adjustments with an activity type of Consultant 
X
X
 
Receipts Adjustment Expense
The amount of client receipts entered for adjustments with an activity type of Expense 
X
X
 
Receipts Adjustment Labor
The amount of client receipts entered for adjustments with an activity type of Labor 
X
X
 
Receipts Sales Tax
The amount of sales tax for the client included in the client receipts 
X
X
 
Receipts
The total amount of client receipts entered for the client
X
X
 
Receivable Balance
The total amount remaining to be paid by the client
 
X
 
Spent Consultant
The amount of consultant work performed by the client at the billing rates 
X
X
 
Spent Expense
The amount of expenses incurred by the client at the billing rates 
X
X
 
Spent Labor
The amount of labor performed by the client at the billing rates 
X
X
 
Spent
The total amount of time and expense spent by the client at the billing rates 
X
X
 
WIP Consultant
The amount of work-in-progress (WIP) for consultant costs for the client
X
X
 
WIP Expense
The amount of work-in-progress (WIP) for expenses for the client
X
X
 
WIP Labor
The amount of work-in-progress (WIP) for labor for the client
X
X
 
WIP
The total amount of work-in-progress associated with the client
X
X
 
Written off Consultant
The amount of write-off for consultant costs for the client
X
X
 
Written off Expense
The amount of write-off for expenses for the client
X
X
 
Written off Labor
The amount of write-off for labor for the client
X
X
 
Written off
The total amount of write-off associated with the client
X
X
 
Keys 
Ajera Client Key in Mapping Table
The database identifier of the Ajera client key in the CRM Mapping table
 
 
 
Client Key
The database identifier of the client
 
Client
 
Client Type Key
The database identifier of the client type
 
Client Type
 
Company Key
The database identifier of the company associated with the client
 
Company
 
Contact 1 Key
The database identifier of the contact associated with the client
 
Contact
 
Contact 2 Key
The database identifier of the contact associated with the client 
 
Contact
 
Contact 3 Key
The database identifier of the contact associated with the client 
 
Contact
 
Contact 4 Key
The database identifier of the contact associated with the client 
 
Contact
 
Contact 5 Key
The database identifier of the contact associated with the client 
 
Contact
 
Gantt 
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