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When you assign staff groupings and clients, you're able to generate reports, filter and reuse relevant information.

Groupings and clients

You can generate reports based on staff groupings and clients.

• If you group or filter reports by staff groupings, you can see how much was produced for a specific office, department or supervisor.
• If you group or filter reports by staff assigned to clients, you can see how much was billed for clients of a specific partner, manager or associate.
• If you are assigned as a partner, you can go into billing and filter for only those clients that you are the partner of, and bill only those clients.

Assigning staff groupings, tax roles and clients