What are Divisions?

Divisions allow you to categorise your clients based upon who should have access to them.

For accounting practices VFD Provides 2 divisions as standard

Client Division

This division is intended to be used for client accounts with access granted to employees of your practice.

Confidential Division

This division is intented to be used for your practice accounts with access limited to practice partners.

Division Access

Access to divisions can be granted/revoked using the ‘Manage Agents‘ function on your VFD Portal. Agents can be given access to multiple divisions as appropriate.

Additional Divisions

There are several reasons that additional divisions may be helpful, for example if your practice has multiple branches and the clients are branch specific. A division could be set up for each branch with access to each division limited to the staff of the given branch.

Additional divisions are available to VFD Practice Plan clients on request. Just email ticket@vfd-pro.com confirming the required division title, and which agent(s) should be granted access.