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Excerpt

create and manage clients that you do business with


Info

Clients are organizations you do business with. Use the Client Editor to:

  • Create and edit clients
  • Set client-specific rates
  • Specify invoicing rules
  • Browse a client's engagements
  • Browse a client's invoices

This section is reached by navigating to https://app.projectorpsa.com/x/clientsearch or going navigating to Topics Projects & Planning | Clients Clients.

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Permissions and Settings

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