Client Groups

Introduction

Clients of similar nature can be grouped together for reporting purposes into Client Groups. For example, Limited companies can be grouped together for Corporation Tax Payments.

A Client Group may also be a member of another Client Group, for example the Client Groups for Business Tax 2001, Personal Tax 2001 and Accounts 2001 could be grouped into a single Client Group for reporting on all WIP and Billing activities in 2001 globally.

To view the existing Client Groups on you system:

1. Log into the Time or Fees Ledger as MASTER

2. Click File.

3. Select Categories.

4. From the sub-menu select Client Groups.

All clients can be assigned to partners, managers, and client groups, however is often necessary to group clients together for other reasons, this is where Client Categories should be used.