The Accounts module in Crunchwork enables your business to store key information on clients or partners that you service. Each account has the capability to store key contacts, a relevant postcode, and linking to a parent account. We recommend setting up your accounts within Crunchwork for the following reasons:

We recommend setting up your accounts first before moving on to Zones and your Catalog. 

To create a new account, use the panel on the left hand side of the screen to select "Create Account". 

Follow the prompts on the next page to fill the relevant information for your account.

On the account ‘edit’ or ‘create’ page, we have added a new dropdown selector labelled “Project Types” (as shown below). Users can assign project types from here, instead of Pulse admin. This means the account will be available for assignment against any given project type.

Users will also notice an 'Associated Internal Team' selector blade which can be used to ensure the account is available for selection for desired/selected internal teams. You can learn more about configuring teams, here.

Users will also notice an 'Associated External Team' selector blade which can be used to ensure the account is available for selection for desired/selected external trades/teams. You can learn more about configuring teams, here.

Did you notice there is a drop-down option titled "Parent Account"? 

Using this drop-down will load your current list of accounts so you can choose the parent company of any sub-brands that you service.
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Don't forget to hit "Save" - it's in the top right hand corner of your page.

You can choose whether you display 'Markup', 'Margin' or 'None' on any financial documents relating to the account, using this field:

When choosing an option here, you will see that term and appropriate calculation being used on:

Markup is the default option for all accounts. So, when 'Markup' is selected against the account, the calculation and label on quote and invoice PDFs will be based off ‘Markup’. Markup calculations will be used for the Markup column, and the markup total

I have attached an example of how this will look below:

When 'Margin' is selected, the labeling on quote and invoice PDFs will use ‘Margin’.

It's important to keep in mind, the Margin and Markup dollar value will be the same, but the percentage is different. As per the example below, margin calculations will be used for the margin column, and margin total within quote and invoice PDFs.

When 'None' is selected, the Markup/Margin column will be hidden on quote and invoice PDFs. Although, the markup value will still be included in the subtotal amount, please see the example below:

Throughout the Crunchwork interface (excluding Financial PDF's), you will notice 'Markup' being used, regardless of the chosen terminology. It is important to keep this in mind when adding a margin percentage to line items

Eye Icon: View an account
​Bin Icon: Delete an account
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Next Steps:

To edit an account, you can either use the panel on the left-hand side of the screen to search for a specific account, or you can scroll through the account list on the right-hand side.

Once you have located the account you wish to edit, click on the Eye Icon, under 'Actions'.

This will open the specified account details - you can then proceed to edit any of the fields.
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Once you have made your changes, don't forget to hit "Save" - it's in the top right-hand corner of your page.

Should you need an Account to be disabled, please contact the Coda Support Team, and they can assist in completing this.