Account Entry Guide

This guide will help you navigate through the features and functionalities of Accounts and Engagements in BizVue.

---

Getting Started with BizVue

1. Log In:

Once you log in, you will be directed to the BizVue home page. The home page displays a dashboard that gives you an overview of the app’s core features. The navigation menu is located on the left side of the screen.

2. Access Accounts:

• Click on Accounts in the navigation menu.
• On the Accounts page, click on + New Account at the top right.
  
  
  

---

Adding an Account in BizVue

To add an account, complete the following steps:

1. Add Account:

• Enter account/Client Name
  This name is usually the same as the Client Name on the Engagement.
• Add AP Email
  Click the Plus (+) next to AP Email, enter the email, and click submit. You can add or delete multiple AP Emails from this menu.
  
  

• Enter AP Phone Number
• Enter AP Address
  Sometimes this differs from the client’s business location.
• Enter City, State, and ZIP code of the client’s business location.
  
  

• Select Primary Organizational Unit (OU)
  These base units can be named after Business Locations or Sister Companies. An OU is required for most operations in BizVue.
• Search and Select Sold By User
  Denotes the salesperson who made the sale.
  
  

• Search Client User Sign Date
  Open calendar and select.
• Click Create
  Leave Display Rate on Invoice checked unless you wish to leave the rate invisible on the invoice.
  
  

2. Add Engagement:

• Enter Engagement Name
  Normally the same as the client name.
• Select Engagement Type
  Fixed or hourly.
  
  
• Select Billing Cycle Start Date
  Open Calendar and select.
• Select Frequency
  Monthly, Bi-Weekly, Weekly.
  
  
• Select payment Terms
  Usually Net 5 Business Days.
• Add Commission if Applicable
  Refer to Commission Cheat Sheet.
• Click Create
  
  
  

3. Add Consultant/Internal Users and Bill Rates:

• Add User
  Select the user.
• Add Bill Rate
  Select the appropriate TE Code and enter the Bill Rate | IC Rate (Intercompany Rate).
• Click Add Internal User
  
  

4. Add Client/External Users:

• Enter Client’s First Name, Last Name, and Email
• Select Client
• Click Add External User
  
  

---

Completing the Account Setup

The client account and engagement are now created! You can add users from this screen directly or go to the Account Management Page and add them there. To make any changes to Accounts, navigate to the Accounts page, search for the appropriate Account name, and click on the Manage button on the right side of the page.

---

---