Make a client booking

Make a client booking

Depending on your settings, you may be able to register an entry in a client’s name. When accounting for a transaction or adding an entry, you can select a client or client group.

To post the entry to a single client, click ‘Client’ to open a list and select the client in question. After filling in all other details and saving the entry, you will see in the overview that the entry was made in the name of the selected client. 

In some cases, you may have to split an entry across several clients. For this purpose, Spend Cloud lets you set up client groups. Clicking the round arrow icon next to the ‘Client’ field lets you switch from a list of individual clients to a list of client groups. Select the client group in question from this list before making a sub-selection from the clients in this list in the field below.

Depending on the type of entry, you can provide more information on the entry after saving it. 

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