External clients are businesses connected to your firm from outside your direct bookkeeping or advisory engagement — for example, referral clients or clients on a different service tier. This article explains the External tab.
External filter tab on the Overview dashboard
What You Can Do
- On the Overview dashboard, click the 'External' tab in the client type filter row.
- The list shows all external clients associated with your firm.
- Each row shows the client's name, engagement type, and status.
- Click a client row to view their details and manage the relationship.
💡 Good to Know: External clients have different billing and access rules compared to Bookkeeping or Advisory clients.
💡 Good to Know: Contact Sumung support or refer to your Partner Agreement for more details on external client configurations.
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