The practice board: every client on one screen

In the side menu, under Daily work, choose Clients. This entry appears for anyone working in the books of a business that is not their own, not for the owner of a single business. The board lists every business where you hold an active membership, and nothing else.

Five cards sum up your practice: Clients, Late, Items waiting, Payroll not in and Clear. Pick the month you are working on under Close month (number 1). The screen opens on last month, because that is the one usually being closed.

The order is not alphabetical. Late clients come first, then those with work waiting, then the clear ones.

• Late: an invoice past its due date, or a period that should have been closed.
• Waiting: drafts, unposted entries or unmatched bank lines.
• Clear: none of those.

The Payroll column says Arrived or Not in for a client whose payroll comes from Basmtak HR, and Month end (number 2) shows how much of the checklist is done.

Press Month overview to see each client's period status, drafts, unmatched lines, VAT return, overdue receivable, open alerts and last activity. Click any column heading to sort by it.

Click the client's row or Open and you land in their books with the permissions they gave you. There is no separate password per client, and the same menu brings you back to the board.