The client's page is the first page in Reportance and shows you a list of current groups and clients.
Client Groups and Entities organise reportance files. Once an entity has been created a reportance file can be added to that entity, see the knowledge article on adding a reportance file.
Entities are grouped by Client Group as shown in the table below:
Note: EachEntity must have a client group and a client group must contain at least one entity.
|The Black||John Snow Co. Pty Ltd|
|The Winterfell Group||Eddard's Holding Company|
|Diar Wolf Family Trust|
|Sansa's Hair Dressing|
New Client Group
To add a new client group click on 'New Client Group'
Each client group is required to have the following details.
After completing the details click 'Add client group'.
Editing/Deleting Client Group
To edit/delete the client group click on the 'Cog' icon next to the client groups name as shown below:
This will bring up the same screen as shown above.
Add a New Entity
After adding a client group a new client can be added. Click on the client group, and on the right-hand side, two options will appear. Click '+Add additional entity' to add the first entity.
You can learn more about consolidation files here.
The following is a list of field's required to set up a new entity.
|Client Code||The client code for this entity in your CRM, and will be passed through to the workpapers. It is for your reference only.|
|Legal Name||The legal name of the entity||Required Field|
|Trading Name||The most relevant trading name of the entity which will appear on reports (if relevant). Leave blank if you don't wish to specify one.|
|Entity Type||The entity type will change terminology through Reportance, including in the chart of accounts and in reports etc. If left 'Unspecified', general terminology will be used throughout the application.||Required Field|
|ABN||Australian Business Number||Must be 11 digits|
|ACN||Australian Company Number||Must be 9 digits|
|Description||This is for your reference and internal use only. It is a field put any additional notes about this entity.,|
|Consolidated Group (Tick Box)||Indicates that this entity is a 'nominal' entity used to represent a consolidated group.|
See the knowledge document on Consolidations.
|Registered Office||This is a field which details the ASIC registered office of the entity and will be populated into the reports.|
|Principle Place of Business||This is a field which details the principle place of business of the entity and will be populated into the reports.|
|Responsible Persons (Term changes based on entity type)||Indicate the number of responsible persons. This determines whether reports will use singular or plural expressions when referring to management. Management would include Director for a company, Trustee for a trust, Proprietor for a sole trader etc.|
|Owners (Term changes based on entity type)|
|Office||Select which office the entity primarily belongs to. Note only users assigned to that office will be able to view the entity.||Required|
|Team||Select which team the entity primarily belongs to. Note only users assigned to that team will be able to view the entity.|
|Partner||The partner whose name will be included in the Compilation Report by default when generating new reports.||Required|
|Manager||This is the client manager of the entity and enables filtering and reporting.|
Edit an Entity
To edit/delete an entity click on the 'Cog' icon next to the entity's name as shown below:
This will bring up the same screen as shown above: