Every client (entity) has its own detail page. Open it by clicking the client's name on the Clients list, or expand its card on a group's Clients tab, both show the same cards.
The header shows the client's type icon, name, an editable status badge and the PID badge. Below it, the tab strip adapts to the client and your organisation:
Details - the main cards page (see below).
KYB - business clients only, when KYB is enabled for your organisation and an assessment exists; staff only.
Data Hygiene — only when the client is linked to BGL; staff only. Shows any fields where Nagaris and BGL disagree, badged with the open count — see the Data Hygiene article.
BGL - only when the client is linked to BGL; staff only.
XPM - only when the client is linked to Xero Practice Manager; staff only.
Conflicts — only when the client is linked to BGL or XPM; staff only. Lists any fields where Nagaris and the integration disagree, with a separate view for differences someone has chosen to ignore. See the data conflicts article.
Data Conflicts — only when the client is linked to XPM or BGL; staff only. Lists any fields, directors, officers or members where Nagaris and the integration disagree, and lets you resolve each one. See the dedicated article for details.
Billing - when billing is enabled for your organisation.
AML - business clients in KYB-enabled organisations (an individual's AML lives on their contact page instead).
Mail - when Nagaris Mail is enabled; staff only.
Ledger - the client's accounting ledger, when BAS is enabled for your organisation; staff only. Clicking Connect now sends you to Xero to authorise read-only access to the client's own file, then brings you straight back to this tab.
BAS - the client's BAS returns, when BAS is enabled for your organisation; staff only.
Access - the client's bookkeeping software details. Pinned as the second-to-last tab.
Declaration - the signed declaration. Pinned as the last tab.
Tabs show a warning icon when they hold outstanding required actions.
BAS is rolled out per organisation. If you expect a Ledger or BAS tab and don't see one, contact support to have it turned on for your firm.
The Details tab is a stack of cards. Exactly which cards appear depends on the client type, but a Company (the fullest example) includes:
A type-specific details card (for example Company Details) with name, ABN/ACN, GST registration and similar fields, plus the client's tags. It also shows the Client Group, PID, Partner, Manager and notes. Use the pencil button to edit.
A tax card (companies), Trustees cards (trusts and SMSFs) or Partners (partnerships).
Client Group - a link back to the group.
Contact details (the client's own emails, phones and websites) and the linked Contacts with their roles.
Core entity documents (constitution, trust deed, partnership agreement, depending on type), plus tax returns, financial statements, income and expenses, documents, cloud documents and document requests.
Addresses - see the addresses article.
Staff-only cards: Meetings, private notes, Status History and record metadata.
Integration cards (staff only): XPM Standard Fields, XPM custom fields and XPM relationships when XPM is connected; BGL cards when BGL is connected.
The XPM Standard Fields card is where a client's bank details live: Account Number, Account Name and Financial Institution Name, alongside Client Code, Export Code, Referral Source, Branch/CAC/ICA #, Balance Month, Tax Agent and the ATO flags. The bank account fields sync from XPM and are read-only in the edit form.
For Individual Tax Return and Sole Trader clients, the details card shows Date of Birth and the personal Tax File Number (TFN) alongside the usual name and contact fields.
A Date of Death field also appears on the card, but only once one is set, it stays hidden otherwise. To record it:
Open the details card for editing.
Click Add date of death below the Date of Birth field and pick a date.
Save the form. The card now shows Date of Death.
Click Remove date of death in the edit form to clear it again.
The extra actions (...) menu on the details card offers:
Edit - same as the pencil button.
Copy Link and Open in New Tab.
Refresh ABN Details — Company, Sole Trader, Partnership, Trust and SMSF clients with an ABN or ACN on file, staff only. Looks up the client's ABN or ACN in the ABN Lookup and, on an exact match, offers to overwrite the client's name, ABN, ACN, GST registration and trading names with the current ABR record. See the adding clients article for details.
Move to Client Group - opens Manage Client Group Membership (see the adding clients article).
Related Client Groups (Movements) - the history of groups this client has belonged to.
Change Client Type - Other Clients only.
Convert to Sole Trader - Individual Tax Return clients only.
Archive and Delete - see the archiving vs deleting article.
If a client synced from XPM has a sync problem, the details card shows an XPM Error Message alert with the reason and a button to retry the sync manually.
If the page reports "Client Not Found", the client may have been deleted or you may not have access, use Back to Clients to return to the list.
