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How do I customise Client Hub?

Article ID: 1243
Last updated: 17 Dec, 2015

The main Client Hub area is very flexible, allowing you to choose the information you see at a glance. Rather than displaying a simple client list, with client codes and names, you can display items such as the tax return status, Unique Taxpayer Reference (UTR) and details of when the latest return was saved.

This guide will show you how to perform the following new options:

  • Hide the right-hand information panel to give you more room for your client list.
  • Amend and save your desired layout of client information for ease of use and consistency throughout the practice.
  • Resize the columns and change their order to suit your tastes.
  • Display the tax return filters panel to see the practice’s current workload – which is great to use towards the end of January.

Hide the information panel

Launch Client Hub from the home screen.

Click on – (minus) in the top right-hand corner. This will remove the entire right-hand information panel giving you more column space in the central table.

Click on + (plus) to bring the information panel back again.

Add and remove columns in Client View

The default Client Hub list displays columns for Client Code, Client Name and Client Type. You can also add the following columns:

  • UTR.
  • Postcode – the postcode of the main client address.
  • 2015 / 2014 / 2013 / 2012 Tax Status – the current status of the tax return for the specified year. This could be Not Created, In Progress or Filed Online and allows you to easily see the tax status of your Self Assessment clients.
  • Latest CT Status – the tax return status of the latest Corporation Tax return for any company clients. It will also show you the period end date so you can determine the latest return for a client.
  • 2015 / 2014 / 2013 / 2012 / CT600 Last saved date – the date and time the tax return was last saved.
  • 64-8 Status – the current 64-8 status for any client.
  • Latest Accounts Status – the accounts status of the latest accounting period for any client.

To show or hide these columns (and the default columns), right-click on any of the column headings and select the relevant column name.

To save a column that you've added, click on the drop-down menu at the top right (showing Select Column View in this example).

Select Save Current Columns from the drop-down menu.

Enter a unique name.

Click on Save and Close.

To select and order the columns, select View from the top menu bar.

Select Customise your Client List from the drop-down menu.

Click on the options under Columns Available that you want to see in your client list.

Click on Add >> to move them to Columns Selected.

To reorder the options under Columns Selected, click on an option and use the up and down arrows. The option at the top of the list will appear on the left.

When you've finished customising the list, click on Save and Use.

Enter a unique name.

Select who you want to share the view with from the drop-down menu.

Click on Save and Close.

Delete a view

To delete a view that's outdated or no longer required, click on the drop-down menu at the top right (showing Select Column View in this example).

Select Manage Column Views from the drop-down menu.

A list of all saved column views will be displayed.

Click on the view you want to delete.

Click on Delete View.

Click on Use.

Edit a view

To edit a view, click on the drop-down menu at the top right (showing Select Column View in this example).

Select Manage Column Views from the drop-down menu.

A list of all saved column views will be displayed.

Click on the view you want to edit.

Click on Edit View.

Add or Remove columns as required.

Click on Save.

A Save Client View window will be displayed.

Select Overwrite existing or Save as new.

Enter a unique name (if you selected Save as new) or amend the original name if necessary.

Enter or amend the description if necessary.

Select who you want to share the view with from the drop-down menu.

Click on Save and Close.

Move and resize columns

Move

To move a column, click on the column header and hold the mouse button down.

Drag the column to its new position.

Release the mouse button to place the column.

Resize

To resize a column, move the cursor over the column heading dividing lines so that the icon changes from an arrow to a divider.

Click and drag to increase or decrease the column width.

Auto resize

If the columns are too wide and don't fit the screen, a horizontal scroll bar will be displayed.

Right-click on the table.

Select Auto Resize from the menu.

TaxCalc will try and resize all of the columns (and the information contained within them) neatly onto your screen.

If this isn't possible – due to number of columns or screen resolution – the scroll bar will remain. Remember, you can hide the right-hand information panel for more space (see above).

Sort by column

Click on the column header you want to sort by. For example, to arrange clients in alphabetical order, click on the Client Name header.

Click on the column header again to reverse the order.

Display the Tax Return Filters Panel

Launch Client Hub from the home screen.

Click on + (plus) at the bottom right of the screen to display the Tax Return Filters Panel. This will show the current status of the practice’s tax return workload. Click on – (minus) to hide the panel.

Select Self Assessment or Corporation Tax from the first drop-down menu.

Select the year from the second drop-down menu.

Click on Refresh to update the table.

To filter clients that fall into a particular category, click on the number in the table that's underlined. Here you can see, for example, individual clients whose 2015 tax returns have not been created.

Article ID: 1243
Last updated: 17 Dec, 2015
Revision: 6
Views: 2833
This article was:  



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