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Review online files

The Client files page makes it easy for you to keep on top of your client work. Quickly see which business files are up-to-date, and which you need to work on next.

Sort your list

You can sort your business list by any column. For example, click the Unallocated column header, and the businesses with the most unallocated transactions will appear first, so you can get to work right away. Or click the Automated header to see which businesses are not taking advantage of allocation rules to improve efficiency. To reverse the sort order, click the header again.