Edit, group, close or archive a client

Change a client's details, put related companies in a group, or take a client off your active list.

Editing

Open the client and use Edit on the section you want to change. Changing a year end, VAT cycle or licence date moves every date that depends on it. Nothing is stored as a fixed due date.

Client groups

Groups link related companies, such as a holding company and its subsidiaries. Create a group on the Groups page and pick its members, or choose the group on the client form. The Groups page shows each group's next deadline, overdue items and what is waiting on the client. Deleting a group ungroups its clients; it does not delete them. Groups are on Solo and up.

When a client stops

• Mark inactive when you no longer act for the client. They drop off every list but keep their history.
• Start closure when the licence is cancelled. Set the cessation date, and the CT and VAT de-registration and final-return tasks are raised for you.
• Archive (managers and above) to keep the record readable while freeing its plan slot. Restore it at any time if a slot is free.