Clarity365 allows you to set up customers for users to assign their time & expenses to and suppliers for purchase orders and expenses. Find out more about setting up your customers and suppliers below.

Customers

• Adding a Customer
• Editing or Deleting a Customer
• Assigning a Contract to a Customer
• Assigning a Project to a Customer
• Sending Items for Customer Approval
• Download a Customer VCard
• Assigning a User to a Customer
• Schedule Automatic Approval Emails

Suppliers

• Adding a Supplier
• Editing or Deleting a Supplier
• Download a Supplier VCard

Still got a question? Check out our Customer & Supplier FAQs.