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

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.

• Related Articles

• Four Methods To Inviting a Client To Add Banks Via Ledgersync

  Asking clients to connect to a new app especially when it comes to banking data can be a bit tricky. As such @ Ledgersync we are coming up with technology and best practices to make it easier for your practice to add clients to Ledgersync. There are ...

• Signed Up My Client But They Are Not Adding In Their Bank Connections?

  Like all products getting clients to work with accountant tools is not easy and is challenging. Here are a few tips 1- Please let the client know about Ledgersync. It's only normal that if a client receives an invitation to a product that they are ...

• Auto Assign all clients to all employees

  By default Ledgersync allows you to create employees, These are the rules for employee visibility - Employees can set up their own clients and view them - Administrators can assign clients to other employees in the firm that they create or that other ...

• How to Import Clients and Vendors from Accounting CS FIRMADMIN

  Overview If you're already using Thomson Reuters Accounting CS, you likely have clients and vendors set up in FIRMADMIN. Rather than manually entering this information into the LedgerSync for Accounting CS application, you can import your existing ...

• How to Import Clients and Vendors from Accounting CS FIRMADMIN

  Overview If you're already using Accounting CS FIRMADMIN, you can import your existing client list and vendor mappings to save time setting up the LedgerSync for Accounting CS App. This article explains how to export data from FIRMADMIN and import it ...