Browse

Use the Client Dashboard to manage client information, edit projects (and tasks if applicable), and access billing information. Click Client Dashboard at the top of the screen (or click Client Dashboard on the menu bar) and then select a client from the field at the top of the dashboard.

If you use the icons at the top of the screen to open a timer or to open the Documents area, the client you selected on the Client Dashboard will also be selected in the timer or in the Documents area.

The dashboard contains various widgets that are grouped by category.

Client Information

• Client — Shows the selected client's primary email address, mailing address, phone number, and status. Click Edit to open the client setup screen and make any changes.
• Client Comments — Add comments about the selected client. Comments added here are automatically added to the Comments field in the General tab of the client's setup screen.
• Staff Assignments — Shows any staff who have been assigned to the selected client as partner, manager, or associate
• Contacts — Shows selected contacts who have relationships with the client: tax matters contact, preferred contact, billing contact, and/or spouse
• Projects and Tasks — Shows the client's projects (and tasks).

Time and Billing

Widgets in this section feature graphs that show how data compares to the previous year and to other clients

• WIP Recap — A recap of WIP activity for the time period you specify, including beginning WIP balance, production, billing, adjustments, progress bills, and ending WIP balance.
• A/R Recap — A recap of accounts receivable activity for the time period you specify.
• Agings — WIP and accounts receivable aging, in either table or graph format.
• Key Totals — Production, adjustment, invoice, realization, and collection totals for the period to date, prior year period to date, year to date, and prior year to date, in either table or graph format.
• Prior Invoices — All of the selected client's prior invoices for the time period you specify; includes links to view the invoice, view billable entries, edit the invoice, and download the invoice or send it to the Documents area.
• A/R Open Items — Open accounts receivable items for the selected client; includes links to view the invoice, view billable entries, view applied amounts, edit the invoice, and download the invoice or send it to the Documents area.

Customise the Client Dashboard

You can customise the Client Dashboard by reordering the dashboard sections and rearranging or hiding widgets.

To customise your view, click the Edit button in the lower right corner, which activates an edit mode. Then click and drag items to rearrange them, or click the Options button on a widget and choose Hide to hide it.

Hidden widgets are represented by buttons placed at the bottom of the dashboard section. Click this button to restore a hidden widget. For example, this button represents the Staff Assignments widget, when hidden.

To reorder dashboard sections, click and drag a section heading in the left column to a new position. Click the Hide button to hide an entire section from the dashboard.

When you are finished customising your dashboard, click the Done button in the lower right corner of the screen.