Account Numbers/Codes
What sort of system does everyone have for developing account numbers/codes for your clients? Do you assign a numerical value, alpha-numeric combo, alpha code, or just use the full name of the client? Just curious to see how other people are handling this. Thanks.
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Replies to This Discussion
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Permalink Reply by Susi Schuele on -
I use a code based on the client and the project. I separate their client number and project number with a period or "dot" like this:
My Virtual Project(0001) - Virtual Administrative Assistance (001) = 0001.001
My Virtual Project(0001) - Logo Design (002) = 0001.002
My Virtual Project(0001) - Website Design (003) = 0001.003
This would indicate to me that the client (My Virtual Project) is the firm's first client, and their project (Virtual Administrative Assistance) is the first project for that client. Their second project would be the logo, then the website and so on.
In my particular database, I also have a Project Reference name in addition to the numbers. I generally start that name with the client's name, followed by a space then a dash then another space like this:
My Virtual Project - Virtual Administrative Assistance
My Virtual Project - Logo Design
My Virtual Project - Website Design
It keeps all of that client's projects together.
OK, so I'm a bit on the structured side... lol.
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Permalink Reply by Leigh Anne Aston on -
Thanks . . . and, structure is good.
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Permalink Reply by Deb Lamb on -
Ummm...I don't use any sort of codes, typically I just use the alphabetical way of things, makes it easy to keep up with. Within Quickbooks, it automatically assigns me a code (I think of some sorts) and then of course an invoice number. So if I ever need it for some reason, I can obtain it from there I do believe. I never use any sort of coding system, therefore, have really never thought about it. Just the good ole A,B,C way of things....lol....however, sounds like Susan has a serious coding system going on and would probably work as well.
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Permalink Reply by Sue L Canfield on -
I alphabetize. I haven't seen a need for a coding system yet. I use the business name of the client.
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Permalink Reply by Rebecka Melson on -
I don't use codes either. I have enough things to do without having to remember what all my codes are. Client name, alphabetical order, what else do you need? As far as filing goes, I may also sort by project or month, depending on the type of service and quantity.
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Permalink Reply by Kristi Bennitt on -
I have to agree. I use accounting codes for my bookkeeping and invoicing, but in general I organize my clients by name (usually business name). I find it much easier to remember the human side of the business that way.
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