Work your clients' books from the console

The steps

Find it

1. Signed in as your practice, Practice is the first item under ADMINISTRATION. Quickest: tap Search anything…, type prac and tap Practice under "Go to".
2. The console opens on SARS deadlines: every client's returns, the ones due soonest first.

Visit a client's books

1. Scroll to My clients: every business that has invited you, the one most in need of you first, with what needs you listed on its card.
2. Tap Open books on a client. A bar across the top counts down fifteen minutes; if they run several companies, Ledgr first asks which one.
3. Pick the company and work in their books as yourself. When you are done, tap Leave on the bar to end the visit and return to your own practice.

Scenario: Open books is missing on a card

1. Under My clients, a card without Open books says why: that client shares only workload or compliance access. Only they can change it, in their Settings under Accountant access.

Scenario: you want your own notes on a client

1. On a client's card, tap Your own fields to keep what your practice tracks, such as which partner looks after them. Only your practice sees these; the client never does.

Scenario: a client has not signed an engagement letter

1. Under Engagement letters, tap Write letter beside the client. Tick what it covers and change the starting fees to yours.
2. Choose the period it covers, then Write the letter. The card under Engagement letters shows whether the client has signed it.

More detail is in the guide.

Check yourself

1. Your fifteen-minute visit runs out mid-task. What do you do?

   • Extend the visit from Settings
   • Tap Open books again to start a fresh visit
   • Ask the client to sign in for you
   Show the answer

   Tap Open books again to start a fresh visit

2. A client granted you Compliance access only. What happens on the console?

   • Open books is replaced by a sentence, and only the client can change the access
   • You see their books read-only
   • You can raise your own access level
   Show the answer

   Open books is replaced by a sentence, and only the client can change the access

3. Who can see the answers in Your own fields?

   • The client
   • Everyone in the client's company
   • Only your practice
   Show the answer

   Only your practice