Add a new account

Heeros PSA lets you add new accounts in multiple different ways.

Content

Description

You can add new customers in Heeros PSA from several different places and adding is also possible during other functions, for example when adding a project (both from the project list, project card and kanban view), when adding an invoice, from the working time dialog, when adding a resourcing task, when adding a travel and expense invoice. The customer information of Finnish customers is retrieved from the Suomen Asiakastieto.

Add an account from the header

The header bar is always visible on the top of the page.

1. Navigate to the Add New tab in the header.
2. Click on Account.
3. Update account details in the Account card.

Add an account from the Accounts page

Contacts > Accounts > Add account

1. Navigate to the Accounts feature from the sidebar.
2. Click on Add Account or the green + icon to add a new account.
3. Update account details in the Account card.

Add an account from the Projects page

You can create a new account at the same time as you are adding a project in Tamer. To do this:

1. Navigate to Projects > All in the sidebar 

2. Click on Add Project or the + icon

3. Update account details in the account card

Add an account from an invoice

Heeros PSA allows you to create a new account when creating an invoice. To do this:

1. Navigate to Invoicing > Invoicing from the sidebar

2. Click on Add invoice

3. Use a blank invoice template

4. Add a new account in the Invoice details section

Add an account from the Heeros PSA app

You can download the Heeros PSA apps on your iOS and Android devices. To add an account:

• Go to the Heeros PSA Project management and CRM app

• Click on the + icon

• Add a new Account

• Update account details