Clients
Work from a dedicated client workspace to view documents, jobs, tasks and automations related to a client or group.
Overview
Using the Clients List
Using the Client Workspace
- Displaying Information for a Client
- Displaying Information for Client Groups
- Client Summary
- Client Settings
- Client Custom Fields
- Client Contacts
Recording Client Interactions
Automations
Troubleshooting
FAQs - Clients
FAQs - Archived Clients
- How do I merge Clients where one has been archived in Xero Practice Manager?
- How do I set an archived client as active in FYI?
- Does the integration with XPM bring across archived clients?
- What happens to the documents filed for a client if the client is archived in Xero Practice Manager?
- How can I save files to archived clients?