Clients
Work from a dedicated client workspace to view documents, jobs, tasks and automations related to a client or group.
Overview
Using Clients List with New Lists
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
- Custom User Roles
Selecting a Client in the Filing Details
Recording Client Interactions
Automations
Troubleshooting
FAQs - Clients
- Why does the Client Email not match the email address of the primary contact for that client?
- Why is there a duplication of an archived Client in Xero Practice Manager with the same name as an active Client?
- How do I change the client name or client details in FYI?
- Why is the Manager or Partner showing as Unassigned in the Client workspace?
- Can we display the full TFN/IRD number for a client in FYI?
- How can I create a Contact in Xero Practice Manager?
FAQs - Archived Clients
- How do I merge Clients where one has been archived in Xero Practice Manager?
- How do I set a client, who is archived in Xero Practice Manager, as active in FYI?
- Does the integration with Xero Practice Manager 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?
- Why is there an active and an archived client showing for the same client, but only one client in Xero Practice Manager?