Update or add client details
Update existing details about your clients, or enter additional information, like their logo, website and address.
How it works
When you drill into a client you see some of the details about the client in the panel on the right side of the screen, including:
- The client's name and, if you've uploaded one, their logo
- Any telephone numbers, emails, websites, or addresses you've entered for the client
You'll see a primary action on the panel specific to the type of client.
- If the client is connected to a Xero organization, click Go to Xero to go to their Xero organization.
- If the client is not connected to Xero, click Connect to Xero to set up a Xero organization for them.
- If the client has been archived, click Restore to make them active again.
Your choices when you click the menu icon depend on your user role, and the type of client.
|Menu item||Available to||When||Lets you|
Administrator and Master administrator users by default
Standard users with 'Can edit' permission for the client
|The client is active||View and update the details for the client|
Administrator and Master administrator users if the practice owns the subscription
All users if the user owns the subscription
|The client is active, and practice or user owns the subscription||Manage the subscription for the client|
|Connect to Xero||Administrator and Master administrator users||The client is not connected to Xero||Set up a Xero organization for the client|
|Archive||Administrator and Master administrator users||The client is not connected to Xero||Archive the client|
View and update client details
You must restore an archived client before you can drill into their details.
You can't drill into the details for an organization you've been invited into.
When you first create a client, you must select a business structure and enter the client's name. You can update these details or add more at any time.
- Click the menu icon and select Edit details.
- Enter or update the details for your client.
- Click Done.
Client detail fields explained
Use the client detail fields to enter details about your client. Most fields are self-explanatory.
Basic information fields
Some things to keep in mind about the fields on the Basic information tab.
- For all fields except the client's name, you can click Add another under the field and enter more than one.
- You can select a type for the telephone number and the address.
- You can search for any type of address. Begin typing your address in the field. Click on the address when you see it in the list. Review the address details and edit them if required.
Business details fields
Some things to keep in mind about the fields on the Business details tab.
- Your choices for Business structure are limited depending on what you chose when you first created the client. You can switch between:
- Individual and Sole Trader
- Company, Trust, and Partnership