What's new

April 2022

Add client

When adding a client, a client folder is automatically added for you based on the name of the client you're adding. You can change this later.

This will help speed up the process of creating clients.

Find out more about adding clients

March 2022

Tags are a way to group and organise clients within Sage for Accountants.

For example, you could create a tag for late payers and assign it to a selection of clients. You’d be able to see on the client list a visual indicator of your late paying clients.

Find out more about tags

November 2021

The Add client button now replaces New folder. This makes it clearer to our users what the action will be (i.e. you're about to create a client, rather than add a folder with the client's details).

Find out more about the Add client feature

Removed table fields

We removed the Internal ref, Type, Phone and Email fields and replaced them with just Client folder, and Subscriptions. This should make it easier to scan through whilst still having the option to filter by these criteria when searching.

October 2021

Hide clients

We added a new feature to the Client list, Hide client. This feature allows you to edit what clients are visible. This does not delete the client's data.

This feature will help if you have too many clients showing or want to hide a client you don't currently need.

Find out more about the Hide client feature

 

Delete folder

The 12th October update brought the updated delete feature of Deleting folders.

Being able to delete a folder gives you the option to delete larger amounts of data in a single step. You can't delete a folder with clients with active subscriptions.

Find out more about the Delete folder update