What the Firm edition does
Where the Client edition opens one .fardb, the Firm edition points at a folder and aggregates every client file in it. It's the CA practice's view of all its clients at once.
Scan a folder
- Click Scan Folder and choose the folder where your client
.fardbfiles live. - Just FAR scans (optionally recursively) for
.fardbfiles and computes each client's totals for the selected FY. - The console lists each client — file, client name, PAN, asset count, gross block, depreciation and net WDV.
If a file is open in a Client window elsewhere, the scanner retries a few times to let it release, so a live session doesn't block the consolidation.
Open any client
Select a client in the list and double-click (or the Open action). It opens in its own independently themed MainWindow — the client's own name, logo and colours — so you can work in several different client files side by side without the branding bleeding across.
Totals are live, per financial year
Set the FY and every client row recalculates. The bottom of the console shows firm-wide totals across all clients — handy for a quick practice-wide figure.
Firm edition vs. Client edition
| Capability | Firm | Client |
|---|---|---|
| Scan a folder of clients | ✓ | — |
| Aggregate client totals | ✓ | — |
| Open a client file | ✓ | ✓ |
| Add / edit assets, import Excel | ✓ (inside a client) | ✓ |
| Generate the same reports | ✓ | ✓ |
Practical tips
- Keep client
.fardbfiles in a predictable folder structure (e.g.C:\FAR\Clients\<Name>.fardb) so scans are fast and nothing is missed. - Because
.fardbfiles are portable, you can copy a client's file to your firm folder, scan it, and hand the same file back over email. - Only one computer should edit a
.fardbat a time, but the Firm scanner can read it fine alongside a Client session.