Service Item Options: Accounts

The Accounts functionality helps agencies track payments to and from third-party service vendors.

Using Accounts

To enable this functionality, toggle on Enable Accounts when setting up a service item. The ACCOUNT OPTIONS section will appear.

Toggle on Account Required to require the user to select a vendor from a drop-down list when recording this Service Item. The list is populated with vendors who have been entered into the system as described below.

Entering Accounts

To enter vendors into Clarity Human Services:

• Navigate to the ACCOUNTS tab (MANAGE > ACCOUNTS).
• Select Vendors from the Account Categories sidebar on the right side of the screen.
• Click ADD VENDOR.

• Complete the fields on the ADD A NEW VENDOR screen.
• Click SAVE CHANGES.

A VENDOR DOCUMENTS section will be displayed. Click ADD A DOCUMENT to upload any applicable files (leases, etc.)