Click the '+' icon at the bottom right hand corner of the Portfolio screen.
Or hover over your firm's name in the top left corner of the blue banner inside Clarity and click on 'Add a New Company' from the drop-down menu.
You'll then be prompted to choose the accounting software or manual input method.
For adding Xero, QuickBooks Online or Sage Accounting clients please see this separate page.
For clients not on those cloud platforms - Select manual input and then fill in the company setup information, this includes:
Company's name
Business type (i.e. Limited Company/LLP etc.)
How many full-time equivalent employees they have (including the business owner)
The country and city they're based in
The main industry sector
Once you've created your company, it will go straight into the data entry, so you can go through there, or you can go to settings and then select data to enter the manual figures.
By selecting annually you can take these figures from the year-end accounts and here you can also add annual comparative data
Similarly, by selecting quarterly or monthly you can enter figures here which you may take from the clients management accounts
In the video above, you can see I've entered the figures annually and then I have selected the quarterly button which has automatically split them for me quarterly, and in here I can then re-adjust if I wanted to. The same would apply if I was to select monthly, it will automatically split the annual figures monthly.
When back in portfolio mode, select the year-end and the figures will have pulled in and Clarity will now show the current seven key numbers in portfolio view.