FEDIXClient groups & org charts
Group status reports
A live status report for each group, with a PDF version and scheduled emails so partners see where every group stands.
The problem it solves
Partners want to know where each group is up to with lodgments and payments without asking the team for an update.
How it works
- Open the live status report for a group.
- Download it as a PDF or view the overview of all groups.
- Schedule the report to be emailed on a regular basis.
What your practice gets
- Lodgment and payment status for a group at a glance.
- Scheduled emails keep partners informed.
- A PDF you can share in a review meeting.
Questions accountants ask
Can the report be emailed automatically?
Yes. Group status can be scheduled for email.
Is there an overview of all groups?
Yes. There is an overview as well as the per-group report.
What does it show?
Where the group stands on lodgments and payments.
Related features
Features that work alongside group status reports.
Client groups
Group related clients such as a family or a business group, and create, merge, split or dissolve groups as structures change.
VideoScheduled group status emails
Group status reports are emailed on the schedule you set.
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.
Group fee summary
See fees and billing for a whole client group in one aggregated summary.
Group cloud folder
Link one shared cloud folder to a client group so group documents sit together.
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.