Trabajar con la lista de cuentas de clientes

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Su lista de clientes
Personalizar la lista de cuentas
Buscar cuentas
Filtra tu lista de cuentas
Imprimir lista de cuentas

Tu lista de cuentas en la nube te permite echar un vistazo rápido a todo lo que necesitas saber: el estado de documentos, facturas, tareas, correos electrónicos... ¡y mucho más! Además, filtra y ordena para encontrar rápidamente cualquier cosa.

Su lista de clientes

TaxDome allows you to easily track your clients, so you can always stay on top of what they need. For an overall picture of your accounts, go to Clients > Accounts from the left menu bar.

The entire client account list is available to a firm owner, admin or any team member with access rights to view all accounts . Otherwise, team members see only the accounts assigned to them.

The Accounts page is fully customizable . You can view columns for:

ID: the unique client ID (read more on client IDs below), indicates if the client account is active (i.e. the Login is turned on for at least one contact linked to the client account).
Nombre: nombre y apellidos del cliente o nombre de su empresa.
Equipo: las personas que tienen acceso a la cuenta
Follow: whether you are following the account or not (read more on account followers )
Type: accounts can be a Company, an Individual or Other. The difference is that for a Company, you can fill in the company name and address
Saldo pendiente: el importe de la factura del cliente que aún debe pagarse.
Vencimiento neto: el número muestra la cantidad restante que debe un cliente después de restar cualquier crédito disponible de su saldo pendiente.
Propuestas: número de propuestas enviadas al cliente
Unread chats: the number of unread messages
Tags: color-coded tags that help you filter your account list
Firmas pendientes: número de solicitudes de firma pendientes enviadas al cliente.
Pendiente formularios: el número de formularios pendientes enviados al cliente.
Last login: the date and time the client last logged in to TaxDome. If the account has multiple users , it shows the date and time the last user logged in
Créditos: dinero disponible que puede aplicarse a las nuevas facturas del cliente.
Tasks: the number of client tasks
QuickBooks: the account QuickBooks sync status
Mobile app: whether any contact associated with the account has installed the mobile app and logged in
Notify: indicates if at least one contact linked to the client account is receiving notifications
Email sync: indicates if at least one contact linked to the client account has the Email sync turned on
Transactions: Awaiting Response: the number of transactions with unanswered questions (for accounts with bookkeeping transactions ). Visible only to team members with Manage account transactions access right.
Transactions: Responded: the number of transactions with answered questions (for accounts with bookkeeping transactions ). Visible only to team members with Manage account transactions access right.
Roles: shows allocated team members, based on their account roles . Each role is displayed as a separate column.
Custom fields: you can add all your account custom fields to the table. All newly added custom fields will be enabled by default.

The account name column always stays locked in place as you scroll across tables—similar to Excel’s freeze pane feature.

Column names remain in view at all times while scrolling. Click the up-down arrow next to the header of the column you wish to sort.

Personalizar la lista de cuentas

Puede personalizar su lista de cuentas de diferentes maneras. Puede cambiar el tamaño, activar, desactivar y mover columnas a su gusto.

Puede personalizar el tamaño de cada columna, excepto la ID y Columnas Nombre. El tamaño de estas columnas solo se puede personalizar juntas. Para personalizar todas las demás columnas, haga clic y mantenga presionado el divisor entre los nombres de las columnas y cambie su tamaño moviendo el mouse.

Para configurar las columnas que desea que se muestren en la sección de la lista de cuentas, haga clic en el icono de engranaje situado en la parte superior derecha de la tabla.

Here you can select the columns you want to be displayed. You can enable, disable or move any columns you want, except for the Name column. After clicking Apply, the table will be rebuilt with new columns.

Clicking Reset will display all columns except ID.

Buscar cuentas

Para buscar una cuenta específica utilizando una palabra clave o un valor de campo personalizado:

Para utilizar la búsqueda global desde cualquier página, haga clic en el botón de búsqueda situado en la parte superior izquierda de la pantalla, escriba en el campo de búsqueda y, a continuación, vaya a Cuentas.
You can also use the search field at the top right of Accounts page. Type a keyword, then press Enter on your keyboard. Click the X in the search field to clear it.

Filtra tu lista de cuentas

Filters help you find specific accounts within your account list based on certain criteria . For example, you can find all accounts managed by a specific team member or accounts with overdue invoices.

To filter your account list, click Filter at the top left of your Accounts page and select the filter, value and operator:

Any of – returns results that match at least one of the selected values (logical OR).
None of – excludes results that match any of the selected values (NOT OR).

Some filters have two more options:

All of – returns results that match all selected values (logical AND).
Exclude all selected – excludes results that match all selected values (NOT AND).

Nota

Operators are not applied to the time-related filters such as Imported at, Last login, Date created, etc.

Aquí tienes los diferentes filtros y valores que puedes aplicar:

Client type filter shows all accounts with the selected type: Individual, Company or Other, which shows accounts without the account type selected.
Tags filter shows only accounts with specific tags (e.g., 1040, New clients, Bi-weekly, etc.).
Roles lets you find accounts based on account role assignment. Filter Role without assignee shows accounts where no team member is assigned to a specific role (e.g., no one is assigned as a tax preparer). Filter Role with assignee shows accounts where a specific team member is assigned to a specific role (e.g., Mary is assigned as a bookkeeper).
El filtro Equipo muestra las cuentas asignadas a uno o varios miembros concretos del equipo.
El filtro proyecto y etapa muestra cuentas con trabajos en o no en una o más proyectos específicas. Selecciona una o más etapas para limitar aún más los resultados.
Invoices filter shows all accounts with invoices in different statuses: Paid, Unpaid or Overdue. When you select Unpaid, you can also choose to see Overdue statuses.
Chats filter shows accounts with various chat thread statuses: Active (with active message threads), Unread or Archived.
Imported at filter lets you see accounts imported within a selected period.
Last login filter lets you see accounts that logged in within a selected period.
Account status lets you sort accounts by their activation stage: Activated, Pending activation or Not activated.
Approvals filter shows accounts with various approval statuses: Pending payment, Pending approval, Approved or Rejected.
Organizers filter shows accounts with various organizer statuses: Pending, Active (partly or fully completed organizers), Finished, or Archived.
Proposals & ELs filter shows accounts with various proposal statuses: Pending, Partially signed or Signed.
Signatures filter shows accounts with documents at various stages of signing: Signed,Partially signed (signed by at least one person), Pending signature, Prepared for signature (documents pending signature that have not yet been sent to the client(s)), Opted out (declined to sign), Pending KBA(at least one person is needed to provide a signature with KBA), Failed KBA (at least one signer failed KBA and/or a signer declined to sign), or Voided(signed offline and voided by your firm).
Date created filter shows accounts created within a selected period.
Date updated filter shows accounts updated within a selected period.
El filtro de usuario muestra las cuentas que tienen un determinado usuario añadido a los campos personalizados.
Date filter shows accounts whose Date custom field falls within a selected period.
Notify filter shows accounts that have the Notify contact toggle enabled (for at least one contact linked to it) or disabled.
Email sync filter shows accounts that have the Email sync contact toggle enabled (for at least one contact linked to it) or disabled.
Mobile app filter shows if any contact associated with the account has installed the mobile app and logged in.
SMS filter shows accounts based on SMS unread status. Visible for firms with SMS integration enabled.
Transaction questions filter shows accounts with responded or awaiting response transactions.

For time-based filters like Imported at, Last login, Date created, Date updated, and Date, you can select rolling date ranges such as Last week, Last month, Last quarter, or Last year. These filters automatically update based on the current date, so whether applied or saved, they always reflect the latest time period.

You can also choose how these ranges are calculated. The Calendar ranges toggle lets you switch between:

Rolling time periods (default): ranges that count backward from today, such as the last 7 days (week), 30 days (month), 90 days (quarter), or 365 days (year)
Standard calendar periods with fixed dates: accounting weeks (Sunday to Saturday), full months (July 1 – July 31), quarters (April 1 – June 30), or years (January 1 – December 31)

Nota

Multiple instances of the same filter will be merged. For example, the filters “Tags: all of Returning client” and “Tags: all of 1040” will be combined into “Tags: all of Returning client, 1040”, showing only clients who have both tags.