FEDIXClient groups & org charts
Group fee summary
See fees and billing for a whole client group in one aggregated summary.
The problem it solves
Billing a family group coherently is hard when every entity is invoiced and tracked separately.
How it works
- Open the group.
- Review the aggregated fees and billing across members.
- Use the summary when quoting, invoicing or discussing fees with the client.
What your practice gets
- A clear picture of what a group is worth to the practice.
- Better-informed fee conversations.
- No spreadsheet adding up separate invoices.
Questions accountants ask
Which fees are included?
The billing recorded in Fedix for each member of the group.
Can I invoice the group from here?
The summary informs your invoicing; invoices are created in Billing.
Is it updated as I bill?
Yes. It reflects the billing recorded against the members.
Related features
Features that work alongside group fee summary.
Client groups
Group related clients such as a family or a business group, and create, merge, split or dissolve groups as structures change.
VideoInvoices
Create and manage invoices from one register, with status, history, dashboard figures and AI suggestions for line items and descriptions.
VideoGroup cloud folder
Link one shared cloud folder to a client group so group documents sit together.
Group status reports
A live status report for each group, with a PDF version and scheduled emails so partners see where every group stands.
Group org charts
Draw a visual org chart of a group, with positions, notes and supporting nodes, or generate one from recorded relationships.
Group health and ATO summary
Score the health of a client group, flag anomalies and summarise the ATO position across every member.
See it working in your practice.
Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.