How to filter fees by client manager

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Yealmpton Accountants · How to filter fees by client manager

Zoe Hocking asked how to show each client manager only their own fees. She reported no manager option in the settings menu and asked if the Starter plan was the cause.

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What happened

What this says

As at Fri 9 Oct 2026

Zoe Hocking asked how to show each client manager only their own fees. She reported no manager option in the settings menu and asked if the Starter plan was the cause.

Problem: Zoe wanted each client manager to see only their own clients' fees. The settings menu had no manager option.

Handling: Bethan Lister asked Zoe to check the settings menu. The evidence does not show a reply from BG-Demo about the plan question.

Watch: Zoe linked the missing option to the Starter plan. This is a possible upsell signal, and the evidence does not confirm which tier includes the option.

AI · claude-haiku-5-5 · as at Fri 9 Oct 2026

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Details

Updated 9 Oct 26

Prioritynormal

Statusclosed

Categoryhow_to

Channelemail

First response (min)281

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created · Zoe Hocking 4 Jun 2025 16:20
How do I set up a filter in the fees view so each client manager only sees their own clients? I've been through the help pages but I can't find the setting. Thanks, Zoe
Public reply · Bethan Lister 4 Jun 2025 21:01
Hi Zoe, just so I've got this right: you want each client manager to see only their own clients' fees. The filter sits in the view settings rather than in search. Could you try opening the fees view, going to the settings menu, and tell me what options you see there? Thanks, Bethan
Public reply · Zoe Hocking 6 Jun 2025 10:23
Hi Bethan, I can see the settings menu but there's no manager option in it. We're on the Starter plan, could that be why? Zoe
Status change · Bethan Lister 10 Jun 2025 16:08
Status change · 14 Jun 2025 23:59

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BG-Demo is a fictional company; every organisation and person here is invented. B-Viz is the tool. Data as of Fri 9 Oct 2026. Help & Support

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Conversations, Commercial, People, News and Documents cut the same data by topic. System explains how the site is built and where each figure comes from.
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Press Ask B (the speech bubble) in the header, or open the Ask B page. Type a question, or pick one of the suggestions.

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The same connector works in Claude Desktop or the B-Viz Claude Project, with the same answers and sources.

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Data	Records
Organisations	300
People at customers	1,880
BG-Demo staff records (in post and leavers)	65
Calls	2,593
Email threads	3,882
Support tickets	1,502
Documents	1,582
Deals	403
Invoices	365
Events	49
News items	147

Data as of Fri 9 Oct 2026. Text marked AI was written by the AI from the records listed in its made-from link; an AI output that cannot cite its evidence is refused and the previous text kept. Where two systems disagree (for example a contract and the CRM), the key facts show both values and mark the difference.

BG-Demo is a fictional company: every organisation, person and figure here is invented for this demonstration. B-Viz is the tool that reads its data.

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