The client overview page gives you a summary of each aspect of a client’s account.
The client overview page lists a client’s account managers and contains summaries of the different areas of the client’s account.
There are summaries of the costs, sales, expense claims, bank, supplier statements and approvals areas that detail the status of the items in each of these areas. For example, how many costs items the client has in the Processing, To review and Ready areas of the costs inbox.
Simply click the relevant area to directly access the items directly.
There is also a summary of the workflows run for this client and their status. Click Continue workflow to open the workflow. To view all workflows, click the All workflows button.
Accounts with Data Health & Insights
There are additional summaries for accounts that have Data Health & Insights. You have access to a breakdown of the client’s health score. Click the heart to see more in depth detail and to customise the health score.
There is also a summary of the Activity stats insight and other insights including VAT and corporation tax.
