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Matt Fox avatarSteven Briginshaw avatar
By Matt and 1 other2 authors27 articles

Companies


Deleting or renaming a user

Portfolio


Emailing reports & downloading reports
Initial Report Template Email Wording
Initial Reports

Deal Flow


Deal Flow - Overview
DealFlow Boards

Numbers


Behind the 7 key numbers
Business Improvement Report
Downloading the Business Improvement Report

Plans


Create a Financial Plan
Changing the dates in a Financial Plan
Pricing your services

Documents


Agendas
Service Maps
Duration of meetings

Meeting Mode


Using Notes in Meeting Mode

Settings


Connecting to your accounting software
Inviting staff into your Clarity account
Xero mapping
Quickbooks Online/Sage Accounting mapping
Multi Factor Authentication
Change of billing email
Giving team members access to clients
Connecting a Xero demo company to Clarity
Annual, quarterly, monthly data
Zooming & Scrolling
Reassign report templates and set defaults
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