Client Accounting has been updated with simpler navigation, making it easier to move around and find what you need.
We’ve moved the menus from the top of the screen to the left side, so you can access everyday tasks and key areas from one place.
The main menu has moved to the left
We’ve moved the main menu from the top of the screen to the left, so it’s easier to move around Client Accounting. Everyday tasks and workflows are organised in a logical structure, helping you find what you need and know where you're in the product.
Select the page you need: Client overview, Documents, Adjustments, Export or Reports.
1. Create more working space
Collapse the the left-side panel for extra room, then expand it when you need to open another page. You can also drag the panel to make it smaller or bigger without collapsing it fully.
2. Move between periods using the period selector
Hover over the period and arrows will appear so you can quickly move between periods. You don't need to open the period drop-down each time.
3. Add an Adjustment from the left-side navigation
Use the quick-create link to add the adjustment details without needing to go to the Adjustments page first.
4. Get back to you recent work
See the workflows that you’ve recently worked on, so you can pick up where you left off.
Find your way back through a workflow
Open the workpapers and financial statements from the left-side navigation bar. Use the breadcrumbs at the top of the page to see where you are and return to an earlier step.
Manage client details and settings from one menu
Select the client's name to update client details, review activity, access account settings, and view recently visited clients.
Open Mapping directly
Mapping now has its own direct link, so you don’t need to open Accounts first.
Check messages while you work
Select Communication in the top-right corner to view your messages without leaving your current workflow.
Manage Practice settings under Firm overview
Everything you need to setup at your practice level is consolidated into a single left-hand sidebar.
You'll also find your Insights and queries here. Hover over Insights and select the drop-down to quickly select and run your queries.
