Accounting Practices generally work with clients in Client Groups. FYI gives you the ability to view all documents for a Group or the flexibility to jump to a lower level, such as an individual entity or specific job. This is useful when working on multiple entities within a Client Group.
From the Clients list, you can navigate between a Group, Client or Job. Refer to Displaying Information for Client Groups.
Comments
0 comments
Please sign in to leave a comment.