Adding clients and approvers

Clients are the end businesses you place contractors with. Each client can have one or more approvers — the people who sign off contractor timesheets.

Add a client

Go to Dashboard → Clients and select Add client. You'll need:

• Client name (required)
• Accounts payable / Billing email — where native invoice PDFs are sent
• Billing address — printed on tax invoices
• VAT number and Company number — optional, shown on invoices if set
• Payment terms (days) — defaults to 30

Add an approver

From the client's row, add an approver with their name and email. Approvers don't need a Templio account — when a contractor submits a timesheet against a contract linked to that client, the approver gets an emailed sign-off link. See Approving and rejecting timesheets for how that link works.

A client can have multiple approvers; any of them can approve or reject a given timesheet.

Next step

Once a client and at least one approver exist, you can create a contract for that client.