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Agency guides

Editing client details

Editing a client will let you update the name, description incase the client has updated their details.

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Looking to edit an existing client?

Whether a client has changed their name or you need are looking to just update some information, we allow you to update anything about the client.

Open the edit client form

Careful

If you update the link to an external system like Xero, just be aware that the change will not retrospectively update any data.

Only new records will be synced with the updated external client.

To get to the edit client form, simply open the client you would like to edit, select the action menu and then select edit client.

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