Client

Feature / Field	Audit Manager	Audit Partner	Audit Staff
Client Form	Enabled	Enabled	Disabled
Update Client Button	Visible	Visible	Hidden

Create Client

Note: The following fields are required when creating a new client:

Name
PAN (PAN number format: The first five characters should be uppercase letters, followed by four numerals, and the last character should be a letter.)

In the "Update Client" section, you can add or update the following client information:

In this you can specify the types of audits that are permissible for the client.:

Error Message	Remedial Action
Client should be unique for an Audit Firm	Verify that the client is not already listed under the Audit Firm to ensure uniqueness.
Client Name should not be more than 60 characters	Shorten the Client Name to 60 characters or fewer.
Invalid PAN Structure entered. Please check the PAN No Structure you have entered.	Ensure that the PAN number entered follows the correct format (e.g., 10 alphanumeric characters in AAAAA0000A).
Invalid TAN Structure entered. Please check the TAN Structure you have entered.	Ensure that the TAN number entered follows the correct format (e.g., 10 characters starting with 4 letters, followed by 5 digits).
Invalid GSTIN Structure entered. Please check the GSTIN Structure you have entered.	Ensure that the GSTIN follows the correct format (e.g., 15 alphanumeric characters as per the GSTIN structure).
The PAN part of the GSTIN does not match the PAN number. Please check the GSTIN you have entered.	Verify that the PAN portion of the GSTIN aligns with the provided PAN number.
File URL must start with 'https://' for storage platforms other than LAN.	Update the File URL to start with 'https://' for non-LAN storage platforms.