Clients
Adding Clients: Manual, CSV and Sync with Partner · Xero Sync, Bulk Actions and Sending Questionnaire Invites · Deleting a Client · How to Update Account Names and Codes After Changes in Xero · Companies Office Integration
- Adding Clients: Manual, CSV and Sync with PartnerThe routes available for bringing a client into Zato, and how to navigate the client list.
- Xero Sync, Bulk Actions and Sending Questionnaire InvitesWorking with clients once they're synced from Xero, and using the Clients screen grid.
- How to Update Account Names and Codes After Changes in XeroKeeping CoA mapping current when a client renames or recodes an account in Xero.
- Company Register Integration (Companies Office / ASIC)Looking up a client's official company details from the Companies Office register.
- Client Details: Client Setup and Jobs & Activity Tabs
- Client GroupsLink related clients, such as a family’s trust, company and personal entity, so they can be worked on together.