FuzzyBot: Importing a new version from external source

2025-08-19T12:45:09Z

Importing a new version from external source

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{|class=mandeflist
|'''Client ID'''
|The client’s unique identification code, can be up to four digits
|-
|'''Name'''
|The client’s full name, shown on e.g. invoices
|-
|'''Internal name'''
|The internal name can be used to identify the client with a name of your own choosing. The name appears as the client’s name in Marathon, but the real name appears on client invoices.
|-
|'''Client manager'''
|The system automatically suggests the person who is logged in as the client manager, but it is of course possible to change employee.
|-
|'''Client contact'''
|Contact person at the client
|-
|'''Collective client'''
|For statistic follow-up, clients can be connected with a collective client. For example, VOLVO could be the collective client for Volvo Stockholm and Volvo Gothenburg. Collective clients are registered in the base registers.
|-
|'''Category'''
|Possibility to categorise clients for statistics
|-
|'''VAT'''
|''Domestic''- Ordinary VAT rate for domestic clients, ''EU'' – VAT exempt foreign client within the EU or
''Foreign'' - VAT exempt foreign client outside the EU
|}

== New project ==
Select the client and click New in the project list. The fields that are available are set in the project parameters.
If manual project numbers are used, the project number must be entered first. With automatic project numbers, the number field is not displayed; instead, the project is assigned the next available number.

Translations:Project handling/8/en - Revision history

FuzzyBot: Importing a new version from external source