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Navigate The Firm And Client Workspace

Use this page to understand the two main workspace levels in Wesley: the firm-level Clients page and an individual client workspace.

What This Looks Like

Client accounting dashboard showing the client workspace, side navigation, connected accounts, and accounting modules
Client accounting dashboard showing the client workspace, side navigation, connected accounts, and accounting modules
Firm Clients dashboard showing the organization-level client list and client-level queues
Firm Clients dashboard showing the organization-level client list and client-level queues

How To Use It

  1. Use the firm Clients page when you need to find a client, add a client, filter the client list, assign tasks, or check client-level status.
  2. Open a client when you need to review transactions, reconcile, run reports, manage documents, or configure client settings.
  3. Use the left sidebar inside a client to move between accounting, reports, client collaboration, and settings areas.

Check Before You Leave

You should know whether the action belongs at the firm level or inside a specific client workspace.

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