If you have clients who have multiple accounting files (e.g., subsidiaries or sister companies), follow this guide to set them up.
Related clients in the close
Switching between related clients is easy from the close page. Any other clients that have a contact in common will show up first in your drop down options under Related clients.
Merged contacts: All businesses in a single portal
Admin users can grant client contact's access to multiple businesses in the client portal:
Go to Practice Settings (⚙️ icon)
Click Client Portal
Click the All Contacts tab
Click into the corresponding Client(s) cell
Select all applicable companies the contact should have access to
Creating a merged contact will give your client the ability to switch between businesses in the portal 👇 like so:
Merged contacts texting receipts
If a contact with multiple files texts you a receipt to your practice phone number, Keeper will place that receipt into a staging area so you can review them and choose which clients they should go to.
Account Reconciliations: Inter-company Transfers
Inter-company Transfers allows you to reconcile Due To/From account balances across accounting files and post adjusting transactions from one file to the other.
See this article for a guide on setting up inter-company accounts.
Group related clients on the client list
Add Client Properties to group multiple companies together on the client list, then save the view to return to this configuration later.
