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Browsing your client list

Clients and projectsSearch, external IDs, and what each column means.

Browsing your client list

The Clients page is your directory of every client your firm bills time against. It's where you confirm a client exists before logging an entry, look up the external ID you pulled in from another system, or check the default rate.

What's on the page

The table has one row per client and these columns:

  • Name. The display name shown in the client dropdown when logging time.
  • External ID. Your firm's internal identifier for this client, usually pulled in from QuickBooks, Xero, or whatever practice tool you imported from. See below for what it's for.
  • Email. The primary billing email.
  • Phone. Main contact number.
  • Address. Single-line mailing address.
  • Rate. The client's default hourly rate, formatted as $X.XX/hr. Shown as , when no default is set.
  • Status. A pill, Active (green) or Inactive (grey).

Inactive clients still appear in this list; they just don't appear in the client dropdown when logging new time. There's no inline filter to hide inactives today, they're all here.

What External ID is for

If you've imported clients from another system, the External ID is the key the importer uses to recognise the same client on re-import. It's what stops you getting two "Acme Holdings" rows because the second import had a slightly different name spelling.

You'll see external IDs that look like QuickBooks customer numbers, account codes, or whatever your firm uses internally. They don't need to be human-readable, just unique inside your firm.

If you never imported from another system, the column will mostly be empty, and that's fine.

Searching

The search box at the top filters the visible list client-side (no server round-trip), matching against three fields:

  • Name (partial, "acme" finds "Acme Holdings LLC")
  • External ID (partial)
  • Email (partial)

The toolbar shows N of M clients so you can see how many rows the search filtered down to.

Visibility, which clients you can see in the first place, is set by your admin's Client visibility mode. Accountants see either every client in the firm or only clients they're assigned to. Managers and admins always see every client.

Adding clients

Coming soon: adding clients by hand. The New client button at the top right of the page is currently disabled. For now, even a single new client needs to go through the importer with a one-row CSV.

The importer handles real-world client lists fine, see Importing clients from a spreadsheet. Re-running the same file is safe because of the dedupe step.

Status changes

Coming soon: toggling active/inactive from the UI. The status pill is read-only today; there's no edit modal on the client rows. The backend supports the change (PATCH /v1/clients/{id} with isActive), but no UI is wired to call it yet.

In the meantime, the Active / Inactive state is set during import (via the dedupe-and-update path) or by your admin directly against the database.

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