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Client Accounting is divided into the following areas:

  • The Ledger tab, where you can configure the financial data source, perform an opening review or modify the prior year balances.

  • The Workpapers tab, where you can generate workpapers for a client.

  • (Australia) The Assets tab, where you can create and maintain an asset register.

  • The Reports tab, where you can generate financial statements for a client using Statutory Reporter.

 

How to open Client Accounting
  1. Open the relevant client. The Client page opens.
  2. Access the Client Accounting tab.

Full details on using Client Accounting can be found in the Client Accounting section of the online help.

This section provides an overview of what you can do using the Client Accounting tab and includes information on:

 
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