Clients
0
Follow-ups
0
Reports ready
0
Client allowance
Unlimited
Client portfolio
| Client | Review | Next review | Status |
|---|
Current client
No client selected
No contact ยท No email
Next review
Not set
Monthly pack due day: 1
Control packs are available on Growth and higher plans.
Client transaction review
Transactions imported for this client are automatically assigned here.
0 transactions
| Date | Vendor | Amount | Risk | Status | Reason |
|---|---|---|---|---|---|
| No transactions have been imported for this client yet. | |||||
Supplier and customer profiles
Created or updated automatically from Xero, Sage, QuickBooks and spreadsheet imports.
Supplier and customer profiles will appear automatically when transactions or invoices are imported for this client.