To view all clients, click the 'Manage Clients' button OR select the client from the drop down on the top left hand side.
Then, choose the relevant client by clicking the gear icon or anywhere on the client line.
Warning: You can unlink a Client and remove all associated data, by clicking on the 'red strike through' symbol, but note this action is irreversible.
The client 'Settings' tab allows users to view and amend the following client information and functions:
Company Profile
The 'Company Profile' tab, when clicked, will display all the details of the client company which can be updated. Please remember to click 'Update Company Information' after making any changes.
Connections
The 'Connections' tab is where all connections and integrations can be made to the Accounting Platforms, Communications and Email services.
Team
The 'Team' tab is where all members of a client's organisation can be invited. This would include any finance member of the client who may be assisting with the accounting or any employee who sends any expense invoices.
Timer
The 'Timer' tab will display all the transactions and Jack's processing time and costs for the selected billable period.
