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15 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
Business Improvement Report
If you are ready to take the next step with your clients then sending a business improvement report from Clarity is the way to go.
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