A client group can consist of a single business entity or multiple entities. Client groups enable you to see all related entities in one place.
Client Groups
Log in to Access Ledger.
On the Clients page, click + New Client group to open the Client Group page.
In the Client Group Details section, complete the following fields:
In the Code text box, enter an identifying code of your choice. A maximum of 10 characters is permitted.
In the Name text box, enter a name for the client group.
In the Management section, complete the following fields:
From the Practice dropdown list, select the practice that will manage this client group. Your main office is selected by default.
From the Team dropdown list, select the team that is managing this client group.
From the Partner dropdown list, select the partner who is managing this client group.
From the Manager dropdown list, select the manager for this client group.
Click Add Client Group to save the client group.
To add an entity to the client group, highlight the group and click New Entity.
In the Entity Details section, complete the relevant fields.
Click Add Client Entity.
Click + Add additional entity to add more entities to the group, click the cog icon to edit the entity or Select to open the entity.
After the entities have been added to the group, you will need to manually delete the entity from your Clients list.
Highlight the entity to be deleted and click on the pencil icon.
Click Delete, then click Yes, I understand the consequences.