Introduction to Manage Clients

Introduction to Manage Clients

Introduction

In the Manage Clients section, you have a powerful set of tools to effectively oversee your clients. This comprehensive module facilitates actions such as creating bulk jobs, importing clients, and exporting data to Excel. You can also access options to re-authorize, re-import, create jobs, view client details, and deactivate clients.
Reduced charges are applicable for keeping the data of inactive clients without deleting it. However, the charges can be completely removed by deleting the client. Once a client is deleted, all jobs, data and documents are completely deleted and cannot be retrieved back.

Here's how you can utilize these features:

Manage Clients module is divided into 3 main tabs.



Active Clients - When the client is active and is available under Active Clients tab, you can Create Job, View, Re-import and Deactivate the client.



Inactive Clients - When the client is Deactivated and is available under Inactive Clients tab, you can either Re-activate or Delete the Client from here. 



Deleted Clients - When the client is Deleted, it is available under Deleted Clients tab in view only mode, you can not perform any action from here onwards. This action is irreversible, once the client is deleted, it can not be reactivated again.


How to View Clients

Step 1: Click on Clients > Manage Clients.



Step 2: Under the Action column, click the three-dot icon and select View Client.



Step 3: A slider will appear, displaying client details, including Basic Details, Contact, Fund , Trustees, Members, and Files.

Notes
Note: Please note that this is a view-only option.


How to Export to Excel

Step 1: Click on Clients > Manage Clients > Export as Excel.



Step 2: In the appearing slider, you'll find a list of columns; you can either select all or the ones that you want to include in your Excel report.
Step 3: After your selections, click Export to Excel.



Step 4: The Excel file, featuring the chosen columns for all available funds, will be downloaded.




    • Related Articles

    • Importing Clients in SMSF Sorted

      Introduction This article will take you through the steps to import clients from your accounting software for further processing. This process helps to import client details from your accounting software like Fund Name, ABN and more. How to Import ...

    • Updating Profile & Company Details

      Introduction The Profile module is a central hub for managing your user-specific information and settings. It provides tools to customize and maintain personal and company-related details, ensuring the experience with the software is tailored to your ...

    • Re-authorising Clients

      Introduction Sometimes the authorisation expires of the accounting software from where the funds are imported in SMSF Sorted because of which accountants can not Re-Import the Client. To avoid this situation we have an option to Reauthorise Clients ...

    • Managing Staff

      Introduction This guide explains how to manage your staff members within your organization. You can view, create, edit, and deactivate staff members, as well as explore their roles and permissions. Creating a New Staff Member Step 1: Click on Admin > ...

    • Understanding Global Dashboard

      Introduction The Dashboard in the portal provides a quick overview of key information and actions. Here's a breakdown of what can be found and performed on this page: My Jobs This section displays the jobs with the stage they are in currently on your ...