Work in a client file

A client is the business or individual your office manages. A contact is a person you communicate with. A client can have several contacts.

Open a client

1. Choose Clients.
2. Search by name or use the available filters.
3. Select the client to open their workspace.
4. Choose the section you need: tasks, files, conversations, information collection, bookkeeping, or reports.

The overview brings together client details and shortcuts. Financial information depends on the client’s setup and available connections.

Update details

Use Edit client to review and change the client’s details. Check the legal name and tax identifier carefully before saving.

A financial section asks for setup

An office administrator or bookkeeping controller needs to finish the financial setup. You can still use the client’s general workspace while this is pending.

Related: Add a client, link contacts, set up bookkeeping.