Accounting Practices generally work with clients in either Family or Client Groups. FYI gives you the ability to view all documents for a Client Group. This is useful when trying to understand the total ‘position’ of a client group you are working on.
- Navigate to the Clients-Documents tab for a member of a client group
- Next to the client name at the top of the screen, click the drop-down labelled View client group data and select the client group
- The document list will now be populated with documents from every client in the group. These documents can now be sorted and filtered accordingly.
Note: Tasks that display in the Clients lists are specific to the selected client, not for the Client Group.