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 

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.

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.