Navigating into and between client accounts

From your multi-client dashboard, click on any client's name in the Client Name column. You are taken directly into that client's full dashboard.

Inside the client's dashboard, you have access to everything the client sees in their own view, plus Ask Noya Premium at the bottom of the left navigation. The client's navigation includes:

• Cash Flow Health (home screen)

• Forecast

• Scenario Planning

• Ask Noya (standard)

• Recommendations

• Invoices (Money In)

• Bills (Money Out)

• Sales Trends

• Key Ratios

• Tax Summary

• Custom Reports

• Ask Noya Premium (visible only to you, not to the client)

• Back to Main Dashboard (visible only to you, not to the client)

When you are ready to move to another client or return to your overview, click Back to Main Dashboard in the For Accountants section at the bottom of the left navigation. This takes you straight back to app.finoya.ai/multi-clients.

You can also navigate directly to app.finoya.ai/multi-clients by typing the URL. Both methods work. The Back to Main Dashboard link is the faster option when you are already deep inside a client's screens.

To move from one client's dashboard to another, the process is:

1. Click Back to Main Dashboard in the left navigation.

2. Find the next client in your table.

3. Click their name to open their dashboard.

There is no direct client-to-client switch from within a client's dashboard. You always pass through the multi-client overview. This is intentional to prevent accidentally viewing the wrong client's data.

When you are inside a client's account, the client's own view of Finoya looks identical to yours with two exceptions. The client does not see the Ask Noya Premium option in the left navigation, and they do not see the Back to Main Dashboard link. These are accountant-only controls.

Everything else the client sees in their dashboard is exactly what you see when you open their account. There is no separate accountant view that is hidden from clients. This transparency is deliberate. Advisors who have shown clients the Finoya dashboard directly report that clients engage more actively with their finances when they can see the same data their advisor is working from.

At the top of every client dashboard, you will see the last sync date and the next scheduled sync date. This is the same indicator that appears in the client's own view.

When you are reviewing a client's data, always check this indicator first. If the last sync was six days ago and you are looking at what appears to be a cash flow problem, that problem is based on data that is almost a week old. Something may have already changed. The sync date is context for everything else on the screen.

Clients whose data synced today are showing the most current available picture. Clients whose data synced six days ago are showing last week's picture. Factor this into how you present findings.

If you manage a large number of clients, a structured daily or weekly review process makes the multi-client dashboard most valuable. A practical workflow is:

4. Open the multi-client dashboard.

5. Sort by Cash Flow Health ascending to see the most at-risk clients first.

6. Work through the top five to ten clients, clicking into each account and spending two to three minutes reviewing their key screens.

7. Use Ask Noya Premium for any client where you need a specific answer before a meeting or call.

8. Return to the multi-client dashboard and sort by Overdue Invoices descending to identify collection issues across the book.

9. Note any clients who have low Days Cash on Hand alongside high overdue invoices. These are priority outreach cases.

This approach typically takes under 30 minutes for a book of 20 to 30 clients and surfaces the two or three situations that actually need action that day.