When you click the Clients menu option, this displays a list of all Clients across the entire practice.
You use this to locate a client you wish to work on.
The Clients list is initially set to display "All Clients".
You can change this by changing the drop-down to select "My recently used".
This will show the last 25 clients that you used, but this can be expanded to 50 or 100 by selecting the per page option at the bottom of the screen.
If required, you can do a further search within the clients that you have most recently used.
Quick Access to Recently Used Clients
You can also click the down arrow next to the Clients menu option from any of the lists or workspaces to select one of the last 20 clients that you used.
Displaying Clients for a Specific Partner or Manager
Use the Partner or Manager drop-downs to select a specific partner or manager within your practice and display the clients that person is responsible for.
Searching for Clients
Use the Search Clients field to search for a specific client.
- To find the required Client, enter any characters of the client name and press Enter. FYI searches for all clients containing those characters anywhere in the Client Name and displays them in a list.
- To increase the number of clients displayed in a list, toggle between the # of Clients per page at the bottom on the list.
Using the Clients Workspace
To view information, documents, tasks and jobs specific to an individual Client, click on a Client Name to access the Workspace for that Client.
The Clients - Summary tab displays initially, providing a snapshot for that Client.For a detailed description of the Client Workspace, refer to Displaying Documents and Information for a Client.
On the Clients list, the Duplicates button can be used to display clients who have the same email address.
You can use the Duplicates function to display the emails that are shared by more than one Client and to select which Client to use as the Primary Client.
Refer to Setting Filing Defaults for a Client
The synchronisation of clients in Xero Practice Manager with FYI runs automatically every 24 hours. A manual sync can be performed if, for example, a client has been added or changed in Xero Practice Manager and needs to be available in FYI straight away. This can be done by any user from the Clients workspace by clicking the Sync button and will only sync the clients. Refer also to Synchronising Clients, Staff, Jobs and Tax Returns.