The client overview page gives you a summary of a client’s activity and the status of their items.
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.
