Internal "Client"
Amanda Aparicio
When creating a FC account, allow users to generate internal "clients" that can be used to track internal things like internal, admin time. There should be some defaults on these internal "clients" like:
- Only viewable by Owners by default
- Time tracked to them is always non-billable
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Amanda Aparicio
Merged in a post:
“Add a dedicated ‘firm-only’ client that can be hidden from employees and contractors, so only owners can access it.”
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Lydia Robinson
It would be nice to have a client portal for the firm to do our own projects and tasks and to use the vault, without having to change the user permissions and assign all users to every client except the firm.
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Kathy Luker
Having the ability to mark a client as Internal would be great. When speaking with potential new clients, I often look at their books (Diagnostic) for free, however, I still want to track the time spent on the Diagnostic for reference purposes. If I'm awarded their work, I would then change them from Internal so they can integrate with QBO.
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Marcy Hartung
We set up a client named ADMIN and created two projects — Staff Administration and Firm Administration — to differentiate between staff-related tasks and actual administrative work. It’s been working great!
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