Here is how to add clients from any source. Xero, Quickbooks, Sage or manual entry.
You can also add your team members. Ensure they are the correct user permission .
Ensure your data integrity is up to standard by re-syncing or reconnecting your accounting software.
Mapping is essential. If your numbers don't look correct, ensure the mapping is done within the data settings. Also check the date, the full time equivalents and the data source.
You can connect your email within Clarity to directly email reports to clients.
And don't forget to add your logo and your industry code when setting up your profile.
A reminder, in the bottom right hand side of your account you can find our help centre and if you cannot find what you're looking for there, message me through the platform.
