Hi everybody! Quick question regarding the Client ID Number. I work for a bookkeeping company and outside of Karbon, we’ve not used Client ID Numbers. What is it’s purpose and is it detrimental to the Karbon system? Thank you!!
Best answer by SamG
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+7
Hi
Not determinantal within Karbon if you choose it is not necessary.
+15
What is it’s purpose and is it detrimental to the Karbon system? Thank you!!
We don’t use Client IDs at our firm 🙂 never caused an issue in Karbon. At my last firm we used a Client ID which was a combination of client’s last name and first name or first word of company/trust name plus start of other names.
E.g.
John Smith SMITJO
John Smith Family Trust JOHNSFT
This was especially useful when saving documents into the document management system and making time entries. Otherwise, full name did the trick.
+12
We use Client IDs as a unique reference to help maintain consistency between various systems. We are frequently downloading spreadsheets of data, and it becomes very hard to map the details between the various reports without a unique reference. For example, if a client name changes, or is spelled slightly differently, it makes it very hard to look up details in different sheets!
Thank you
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