顧客アカウントリストの作成

顧客口座リスト
アカウントリストのカスタマイズ
アカウント検索
アカウントリストのフィルタリング
アカウントリストの印刷

クラウドベースのアカウントリストで、書類、請求書、タスク、Eメールなど、必要な情報をすばやく確認できます！さらに、フィルタリングや並べ替えで、何でもすぐに見つけられます。

顧客口座リスト

TaxDome allows you to easily track your clients, so you can always stay on top of what they need. For an overall picture of your accounts, go to Clients > Accounts from the left menu bar.

The entire client account list is available to a firm owner, admin or any team member with access rights to view all accounts . Otherwise, team members see only the accounts assigned to them.

The Accounts page is fully customizable . You can view columns for:

ID: the unique client ID (read more on client IDs below), indicates if the client account is active (i.e. the Login is turned on for at least one contact linked to the client account).
氏名：クライアントの姓名または会社名
チーム：アカウントにアクセスできる人々
Follow: whether you are following the account or not (read more on account followers )
Type: accounts can be a Company, an Individual or Other. The difference is that for a Company, you can fill in the company name and address
残金：クライアントへの請求金額を支払う必要があります。
正味支払期限：この数字は、未払い残高から利用可能なクレジットを差し引いた後の、顧客の残債務額を示します。
プロポーザル：クライアントに送ったプロポーザルの数
Unread chats: the number of unread messages
Tags: color-coded tags that help you filter your account list
保留中の署名：クライアントに送信された保留中の署名要求の数
保留中のオーガナイザー：クライアントに送られた保留中のオーガナイザーの数
Last login: the date and time the client last logged in to TaxDome. If the account has multiple users , it shows the date and time the last user logged in
クレジット：クライアントの新規請求書に適用可能な金額
Tasks: the number of client tasks
QuickBooks: the account QuickBooks sync status
Mobile app: whether any contact associated with the account has installed the mobile app and logged in
Notify: indicates if at least one contact linked to the client account is receiving notifications
Email sync: indicates if at least one contact linked to the client account has the Email sync turned on
Transactions: Awaiting Response: the number of transactions with unanswered questions (for accounts with bookkeeping transactions ). Visible only to team members with Manage account transactions access right.
Transactions: Responded: the number of transactions with answered questions (for accounts with bookkeeping transactions ). Visible only to team members with Manage account transactions access right.
Roles: shows allocated team members, based on their account roles . Each role is displayed as a separate column.
Custom fields: you can add all your account custom fields to the table. All newly added custom fields will be enabled by default.

The account name column always stays locked in place as you scroll across tables—similar to Excel’s freeze pane feature.

Column names remain in view at all times while scrolling. Click the up-down arrow next to the header of the column you wish to sort.

アカウントリストのカスタマイズ

アカウントリストは様々な方法でカスタマイズできます。カラムのサイズを変更したり、有効にしたり、無効にしたり、移動させたりすることができます。

ID 、Name列を除き、各列のサイズをカスタマイズすることができます。これらの列のサイズは、一緒にのみカスタマイズすることができます。他のすべての列をカスタマイズするには、列名の間の仕切りをクリックしたままマウスを動かしてサイズを変更します。

アカウント・リスト・セクションに表示する列を設定するには、表の右上にある歯車のアイコンをクリックします。

ここで、表示させたい列を選択することができる。表示させたい列を選択することができます。 カラムを除く。Applyをクリックすると、新しいカラムでテーブルが再構築されます。

リセットをクリックすると、以下の列を除くすべての列が表示されます。 ID.

アカウント検索

キーワードまたはカスタムフィールド値を使用して特定のアカウントを検索するには：

どのページからでもグローバル検索を使用するには、画面左上の検索ボタンをクリックし、検索フィールドに文字を入力してから「アカウント」に移動します。
You can also use the search field at the top right of Accounts page. Type a keyword, then press Enter on your keyboard. Click the X in the search field to clear it.

アカウントリストのフィルタリング

Filters help you find specific accounts within your account list based on certain criteria . For example, you can find all accounts managed by a specific team member or accounts with overdue invoices.

アカウント・リストをフィルターするにはをクリックし、フィルタ、値、演算子を選択します：

Any of – returns results that match at least one of the selected values (logical OR).
None of – excludes results that match any of the selected values (NOT OR).

Some filters have two more options:

All of – returns results that match all selected values (logical AND).
Exclude all selected – excludes results that match all selected values (NOT AND).

備考

Operators are not applied to the time-related filters such as Imported at, Last login, Date created, etc.

以下は、適用できるさまざまなフィルターと値です：

Client type filter shows all accounts with the selected type: Individual, Company or Other, which shows accounts without the account type selected.
Tags filter shows only accounts with specific tags (e.g., 1040, New clients, Bi-weekly, etc.).
Roles lets you find accounts based on account role assignment. Filter Role without assignee shows accounts where no team member is assigned to a specific role (e.g., no one is assigned as a tax preparer). Filter Role with assignee shows accounts where a specific team member is assigned to a specific role (e.g., Mary is assigned as a bookkeeper).
チームフィルターは、1人または複数の特定のチームメンバーに割り当てられたアカウントを表示します。
パイプラインとステージフィルターは、1つ以上の特定のパイプラインにジョブがある、またはないアカウントを表示します。さらに結果を絞り込むには、1つまたは複数のステージを選択します。
Invoices filter shows all accounts with invoices in different statuses: Paid, Unpaid or Overdue. When you select Unpaid, you can also choose to see Overdue statuses.
Chats filter shows accounts with various chat thread statuses: Active (with active message threads), Unread or Archived.
Imported at filter lets you see accounts imported within a selected period.
Last login filter lets you see accounts that logged in within a selected period.
Account status lets you sort accounts by their activation stage: Activated, Pending activation or Not activated.
Approvals filter shows accounts with various approval statuses: Pending payment, Pending approval, Approved or Rejected.
Organizers filter shows accounts with various organizer statuses: Pending, Active (partly or fully completed organizers), Finished, or Archived.
Proposals & ELs filter shows accounts with various proposal statuses: Pending, Partially signed or Signed.
Signatures filter shows accounts with documents at various stages of signing: Signed,Partially signed (signed by at least one person), Pending signature, Prepared for signature (documents pending signature that have not yet been sent to the client(s)), Opted out (declined to sign), Pending KBA(at least one person is needed to provide a signature with KBA), Failed KBA (at least one signer failed KBA and/or a signer declined to sign), or Voided(signed offline and voided by your firm).
Date created filter shows accounts created within a selected period.
Date updated filter shows accounts updated within a selected period.
ユーザーフィルターは、カスタムフィールドに特定のユーザーが追加されているアカウントを表示します。
Date filter shows accounts whose Date custom field falls within a selected period.
Notify filter shows accounts that have the Notify contact toggle enabled (for at least one contact linked to it) or disabled.
Email sync filter shows accounts that have the Email sync contact toggle enabled (for at least one contact linked to it) or disabled.
Mobile app filter shows if any contact associated with the account has installed the mobile app and logged in.
SMS filter shows accounts based on SMS unread status. Visible for firms with SMS integration enabled.
Transaction questions filter shows accounts with responded or awaiting response transactions.

For time-based filters like Imported at, Last login, Date created, Date updated, and Date, you can select rolling date ranges such as Last week, Last month, Last quarter, or Last year. These filters automatically update based on the current date, so whether applied or saved, they always reflect the latest time period.

You can also choose how these ranges are calculated. The Calendar ranges toggle lets you switch between:

Rolling time periods (default): ranges that count backward from today, such as the last 7 days (week), 30 days (month), 90 days (quarter), or 365 days (year)
Standard calendar periods with fixed dates: accounting weeks (Sunday to Saturday), full months (July 1 – July 31), quarters (April 1 – June 30), or years (January 1 – December 31)