You can sort your clients into named groups, for example by industry, so your client list is easier to manage and view. You set this up under Client Actions then Client Grouping.

Why use groups?

• Split your client list into sections, for example by industry (medical, restaurant, real estate) or any other way you prefer.
• If you are an outsourcing firm, you can make one group for each accounting firm whose clients you handle.

Who can set up groups

Only the account owner and administrators see Client Grouping. Employees do not see it.

How to create a group

1. Click Client Actions at the top of the LedgerSync page, then click Client Grouping. On the Client Actions page it is the tab next to Client List and Communication Center.
2. Click Add Group. A Create Group window pops up.
3. Type the name of the group in Group Name.
4. Under Select Clients To Assign, pick the clients that belong in this group. You need to pick at least one client.
5. Click Save.

Each client can be in only one group, so the list of clients to pick from shows only clients that are not in a group yet.

What you see afterwards

The client list in the side bar shows each group name with its clients listed under it. Click the arrow next to a group name to collapse or expand that group. Clients that are not in any group are listed after the groups.

Change or delete a group

On the Client Grouping tab, click the group name. In the Update Group window you can rename the group, change which clients are in it, or delete it.