Product

All tabs in Clarity have their own section below

14 articles in this collection
Written by Steven Briginshaw and Matt Fox

Portfolio

Emailing reports & downloading reports

Sending reports to clients from Clarity

Written by Matt Fox
Updated over a week ago

Simple Reports

Sending amazing reports to your clients

Written by Matt Fox
Updated over a week ago

Deal Flow

Deal Flow - Overview

Kanban style columns to easily identify what stage of the journey your client is on

Written by Matt Fox
Updated over a week ago

DealFlow Boards

Create multiple Deal Flow boards for your business and clients

Written by Matt Fox
Updated over a week ago

Numbers

Behind the 7 key numbers

Finding the calculation method, comparative prior period figures and potential improvements.

Written by Matt Fox
Updated over a week ago

Plans

Changing the dates in a Financial Plan

Updating the first column and remaining columns of a Financial Plan

Written by Matt Fox
Updated over a week ago

Create a Financial Plan

Ensure you have an Action Plan created first

Written by Matt Fox
Updated over a week ago

Documents

Agendas

A guide to follow as a team during client calls or for a client to complete during meetings/calls

Written by Matt Fox
Updated over a week ago

Service Maps

Accountability, Insights & Planning

Written by Matt Fox
Updated over a week ago

Duration of meetings

The default duration of each meeting and why an end time is essential

Written by Steven Briginshaw
Updated over a week ago

Settings

Xero mapping

Mapping your Xero ledger to your Clarity account

Written by Matt Fox
Updated over a week ago

Quickbooks Online/Sage Accounting mapping

Mapping your Quickbooks Online/Sage Accounting ledger to your Clarity account

Written by Matt Fox
Updated over a week ago

Inviting staff into your Clarity account

User access. Different permission levels. Subscriber, Advisor, Team Admin, Standard & Verifier

Written by Matt Fox
Updated over a week ago

Connecting to your accounting software

Integrate to Xero, Quickbooks, Sage or manually import data

Written by Matt Fox
Updated over a week ago