There are various ways to display the most relevant online businesses and details for what you're working on. You can display a client details panel, and apply filter and column preferences to the Online files list. If you leave the page for any reason, your filter and column preferences will remain applied when you return, letting you quickly get back to what you were doing.
While you filter and sort your files, some new files may be created or upgraded. Any new listings will appear where they belong according to the current sorting/filtering. Any updated listings will remain where they are but with updated content. If you can't see new files, try changing your current filters.
Displaying details and applying filter and column preferences
To display more details about a client file
In the Client files > Online files view, click the row of the client for which you want to display more details. The detailed view panel opens on the right of the page.
This detailed view shows more information about the file, coding status and activity statements, including:
Field | Description |
|---|---|
File name | The name of your client's online file. |
Client name | The client this file is linked to. |
Subscription | The type of file, and its subscription status. |
Staff member | The staff members assigned to this client. |
Coding status | If the file has bank feeds, you can seewhich months have unallocated transactions that need reconciling. |
BAS/IAS | Whether the latest activity statement due is a BAS or IAS. |
Due date | When the latest activity statement is due. |
Frequency | Whether the activity statement is monthly or quarterly. |
Status | The current workflow status of the activity statement. |
Additional overdue | The number of activity statements that are also overdue for this client. |
To filter the Online files list
Click the Filter button on the Online files view of the Client files page.
Select the options you want to filter your online files by, making sure there is a tick in the checkbox for the products you've selected.
Online files with a subscription status of cancelled are not normally displayed on your Online files page. You can, however, display any cancelled online files by selecting the Cancelled or Inactive option within the subscription status filter, but the settings for that file (in Essentials/Business or AccountRight) will control what you can see, and you can’t make any changes.
Any online files with a subscription status of Failed will display until they expire, but you won't be able to open them.
Click Close. Your online files list is filtered based on the options you've selected. Your filter options are displayed below the Filter button.
You can further search the filtered list by entering a file name in the Search text field.
To filter the Client files page by staff member
Click the Staff member drop-down and select from the following options:
All to show all files.
None to show files where no staff member is assigned
<Staff member name> to show only the files that this staff member is assigned to.
Too many files? Click More filters to narrow down your search results.
To show or hide columns
Right-click on the column header bar.
Select the columns you want to show or deselect the columns you want to hide.
The default columns displayed depend on whether you're a BAS user or Non-BAS user:
BAS users | Non-BAS users |
|---|---|
Unallocated BAS/IAS Due date Status | Client name Subscription Unallocated Automated |
Can't edit columns? Make sure the detailed view panel is closed and that you're not on a mobile device.
Removing filters
To remove the filters you’ve selected in More filters
Click Reset filters on your Filtered by listing. This won't remove the Staff member filter.
To remove or change a selected filter option
Click the Filter button. The filter options display with your previous selections ticked.
Deselect the filter option you no longer want and / or select another option.
Click Close. Your filters are updated and your online files list is filtered based on the options you’ve now selected. Your new filter options are displayed below the Filter button.
You can further search the filtered list by entering a file name in the Search text field.