Skip to main content

Solutions

Products

Recommended products

Questions? We are here to help.
Contact us

Purchase

Questions? We are here to help.

Resources

Setup

Staff assignments

When you assign staff groupings, clients, and tax roles, you're able to generate reports, filter and reuse relevant information.

Groupings and clients

You can generate reports based on staff groupings and clients.
  • If you group or filter reports by staff groupings, you can see how much was produced for a specific office, department, or supervisor.
  • If you group or filter reports by staff assigned to clients, you can see how much was billed for clients of a specific partner, manager, or associate.
  • If you are assigned as a partner, you can go into billing and filter for only those clients that you are the partner of, and bill only those clients.

This article applies to:

  • PRODUCT: Onvio
  • Subject: Setup
  • Audiences: Staff