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Portfolio Analysis Toolbox option

Accountants Enterprise with Practice Manager only

Drag Portfolio Analysis from the Practice Manager Toolbox to your homepage.

This table displays the financial situation of clients and client assignments attached to partners.

Right-click the display to open an options menu that enables you to:

  • Filter the screen by Client Partner, Assignment Partner, Assignment Manager or by Practice. By selecting Practice, the graph includes all clients for your practice.

  • Change the filter to another Employee. The filter defaults to the logged in employee.

  • Detail

  • Navigate Up

  • Drill Down to view the list of clients that comprise the Portfolio Analysis for the age band selected.

  • Field Chooser enables you to select additional columns to be displayed in the Portfolio Analysis table.

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