Navigate in Client Mode

Prosaic now lets you lock key features in your workspace view to a specific client, making it easier to work across files, journals, GST reports and transactions without selecting the client each time.

1. View all clients

Go to your Client list to see all clients and their related entities.

By default, Prosaic shows a full practice-level view across your whole workspace.

2. Select a client

Use the client filter in the navigation to choose the client you want to work on.

Once selected, your workspace will be limited to that client.

3. Work across that client’s pages

When a client is selected, pages like:

• Transactions
• Files
• Journals
• GST reports

will only show information for that client and their entities.

This is useful when working on a client’s GST, year-end, or transaction coding.

4. Switch clients

To work on another client, simply change the selected client in the navigation.

If the client has multiple entities, you’ll see only those entities across the workspace.

5. Return to the full practice view

To go back to seeing all clients, select All clients or remove the client filter.

This returns you to the standard practice-level workspace view.