The following article outlines how to add a new customer and project directly in Nexonia.

 If your Nexonia account is integrated with your ERP or accounting platform via web services - Intacct, NetSuite, QuickBooks - your customers and projects must be imported directly from those platforms. Any new customers and projects must be added in your ERP and then synced into Nexonia. Please refer to the following article:

• Synchronizing the Nexonia Configuration with Intacct
• Synchronizing the Nexonia Configuration with NetSuite
• Synchronizing the Nexonia Configuration with QuickBooks Online
• Synchronizing the Nexonia Configuration with QuickBooks Desktop via Web Connector

1. Adding the Customer 

Nexonia's Customer module manages a hierarchy of customers (parent) and projects (child). Depending on your configuration, these values may be repurposed to reflect other reporting dimensions - such as clients and jobs or locations and business units. All Nexonia modules require at least one customer and project to be in place for the users.

Administrator-level role permission is required in order to manage customers and projects.

To start, log in to Nexonia and click on the Customers module in the top menu bar.

 Under the Customer tab, click the Add button.

You'll see a General tab of information to fill in for the customer. The following values are commonly used:

Company Name (required) = customer name

Type (required) = External or Internal

Status (required)= Active or Inactive, must be Active to be used

Regions (required)= must be enabled for at least one Region

Owner (optional) = customer owner, can be used in configuring approval workflows

Number (optional) = internal ID for the customer, can be used in reporting or exports

All other fields are optional.

Click the Apply button to save and create the customer. 

Now that you've added a customer, you need to add at least one project in order for this customer to be available in Nexonia modules. Note: if you intend to only use customers but not projects, you still need to add a "General" project to the customer in order to use Nexonia.

2. Adding the Project 

After creating the customer, you should be inside the customer record and see a General and a Projects tab. Click the Projects tab to add the project. 

You'll see a General tab of information to fill in for the project. The following values are commonly used: 

Name (required) = project name

Type (required) = select the project type

Manager (optional) = project manager, can be used in configuring approval workflows and in setting role permissions

Timesheets/Expense Reports = enables the project to be used in the Nexonia modules you subscribe to; must be set to "Yes" in order to enable.

Timesheets/Expense Reports Billable (required) = default billable behaviour for this project in the listed module (i.e. timesheets or expense items):

• Yes = always defaults to billable
• No = always defaults to non-billable
• Overridable = allows the user to change the default in the timesheet entry or expense item

Timesheets/Expense Reports Memos = memo requirement for this project. Defaults to follow the memo requirements for the task or expense category

Regions (required)= must be enabled for at least one Region

Status (required)= Active or Inactive, must be Active to be used

Number (optional) = internal ID for the project, can be used in reporting or exports

Click the Apply button to save and create the project. 

To Create Additional Projects

From inside the Customer record, click the Projects tab.

To add additional projects, either click the Add button or you can clone an existing active project (clone icon to the left of the project) and modify it.

To Edit a Project

From inside the Customer record, click the Projects tab.

Locate the name of the project you wish to edit, and click it.

Click the Edit button, which will open the fields for editing.

Make your updates to the project and click Apply to save your changes.

You also may be interested in:

• How to Filter Users by Project
• To relabel the Customer and Project fields: Managing Your Interface Theme - Logo, Color Scheme and Labels
• Setting a Default Customer and Project for Users
• Configuration Guide to Roles and User Permissions