Books / Multiple sets of books
Open separate sets of books for each client
Practice staff can keep more than one set of books per client and move between them with the books switcher.
S SecureWire Workflow illustration
Example workflow
ExampleMultiple sets of books
Example clientExample steps
Open a clientIn progress
JLOpen BooksNot started
SKChoose a set of booksNot started
AMUse the books switcherNot started
JLOpen a client01 / 04
Illustrative workflow and sample data. Register interest to discuss your requirements.
How this supports your work
Practice staff can switch between a client’s sets of books, while business owners use the same books screens in their own workspace.
How it works
- Open a client
- Open Books
- Choose a set of books
- Use the books switcher
Choose the set of books
Open the client’s Books tab and select a set of books. The switcher moves between them.
Open BooksKeep the practice’s own books
Practice, Our books holds the practice’s own accounts. Sent practice invoices post there automatically. Businesses keeping their own books use the same books screens.
Choose a set of booksRelated features
Continue with the related work
Prepare for the launch
Tell us what your team needs from accounting software
Register interest in SecureWire and ask us about the modules you need.