If Charge To - Client does not have the person/firm that is needed for a movement then the Quick Add Client option can be used to add the new person/firm.
Select the icon next to the drop down list for the client.
The following screen will be displayed
Mandatory fields are
Role(s) - defaults to Owner
First Name and Last Name and/or Company Name - Can add a client and the company they work for or just enter a new person or a new firm
Display name - drop down list. Select the format for the name to be displayed in
All other details can be completed later in the person/firm record under People
Select Submit to save changes. Close will discard changes and close the screen
The new Client's name will be displayed in the Select Client field.
