Clients

The Clients tab is where you can find a list of all of your linked clients, their entity, IRD number, email address and manager; 

Withhold function 

The Withhold function overrides the send to 'Client' and 'Manager & Client' options that has been set in Letter Control;

Letters will still go to the Manager and Archive but will not be sent to the Client.

These letters will sit in the Inbox and can be triaged from there accordingly. 

Missing/updating client and manager details 

This is also where missing client and manager details will show. To add an email or manager, this needs to be done firstly in XPM.   Best practice would be to pause activation via the XPM tab, complete the relevant fields in XPM and refresh XPM data in Operation Settings. 

If you need any assistance with any aspect of the Clients tab, please get in touch with us on support@pluginaccountant.com or 0800 800 046.