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The Client Overview Page

Updated this week

The Client Overview page gives you a quick snapshot of everything going on in a client’s account - from account managers to financial summaries, workflows, and insights.


What You’ll See on the Overview Page

The page includes a list of the client’s account managers and high-level summaries for key areas of their account:

  • Costs

  • Sales

  • Expense claims

  • Bank

  • Supplier statements

  • Approvals

Each summary shows the number of items in that section and their status. For example, in Costs, you'll see how many items are in Processing, To review, or Ready.

Want to dig deeper? Just click on any section to go straight to those items.


Workflow Summary

You’ll also see a summary of all workflows run for that client, along with their current status.

  • Click Continue workflow to jump into an active workflow.

  • To see a full list, click the All workflows button.


Accounts with Data Health & Insights

If the client’s account has Data Health & Insights, you'll see even more detailed information.

  • A breakdown of the client’s Health Score

  • A clickable heart icon to view and customize the health score

  • A summary of Activity Stats

  • Insights into VAT and Corporation Tax

Important: Not all accounts will have Data Health & Insights. This depends on your plan and setup.

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