Grouping of Clients.

Grouping of Clients.

Let’s say you want to group clients into sections so it's easier to manage and view the clients. There is a Ledgersync function called "Firm/Grouping".  We are releasing this future in Phases 


Phase 1
Why use this function? 
- You want to split up the client view into specific layers, for example by Industry (medical, restaurant, real estate)  or any other preference 
- For outsourcing firms you can split up clients into various accounting firms 
For now it's just a grouping for you to manage your clients.

Phase 2
Other use cases to come in the future...
- For example by splitting up clients into groups, you can set the frequency of how often to update transactions/statements 
- Send out specific notes for each group of clients


Info
How to use:
A) Click on Client Management tab on the top of the Ledgersync Page
B) Click on Firm/Group sub tab towards the right




 A modal screen will pop up
C) Create the name of the group 
D) Map the clients to the group that you have create





At the end you will have a grouping that looks like this.
The side bar will show the grouping of clients in this manner.  It's a nice way to organize your client list.









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