Unmatched Clients and Managers

Unmatched email addresses and managers can be found in the 'Clients' tab under Tax Admin.

To view the unmatched records, use the Filters function to search accordingly; 

To view the most likely matches, click on the grey arrow to the left of the client name; 

The most relevant possible matches will be presented. Select the correct match and click on 'save selected'. The matched line item will then disappear from the page.

If there are no possible matches or you choose to select 'I'll match this entity manually', you will be asked to copy paste the entity's XPM ID; 

If you need any help with matching, please contact us on support@pluginaccountant.com or 0800 800 086