Client Details
The Client details page shows all information for a single client. It opens when you click a client row in the clients list.
From here, you can:
- View financial data
- View documents
- Manage contacts
- Edit client details
Header
The header shows the client name and an Edit button.
Clicking Edit opens the Edit Client modal with all existing values pre-filled. You can update any field across the General, Address, and Finance & Tax tabs. See Client form fields for a full description of each field.
When the Overview tab is active, a date range picker also appears in the header. Use it to control the period shown across all financial data on that tab.
Tabs
Overview
The Overview tab shows financial analytics for this client, sourced from the AADE myDATA API using the client's stored credentials.
The tab is organised into three sections: Income, Expenses, and VAT.
Income
KPI cards:
Card | What it shows |
|---|---|
Total Revenue | Total invoiced revenue for the selected period. Shown as the primary (large) card. Includes a month-on-month delta |
Revenue Growth | Month-on-month revenue growth as a percentage |
Active Customers | Number of unique customers with invoices in the period |
Customer Concentration | Percentage of total revenue attributable to the single largest customer — a measure of concentration risk |
Each card includes a spark line showing the trend over the period.
Charts and tables
- Revenue chart — a time-series chart showing revenue over the selected date range
- Revenue by customer table — a breakdown of revenue per customer for the period, derived from the same data as the KPI cards
Expenses
KPI cards
Total Expenses
Total expenses for the selected period. Includes a sparkline
Cost-to-Revenue
Expenses as a ratio of revenue
EBITDA Proxy
Revenue minus operating expenses. Shown with an alert if negative for two or more consecutive months
Charts
Expense trend chart — expenses plotted over time
Expenses by supplier — a breakdown of expenses by supplier
VAT
When myDATA credentials are configured:
Net VAT Position — the primary VAT metric card showing the net position for the period
VAT position chart — a visual breakdown of VAT over time
Additional VAT information in a summary panel
If no myDATA credentials are configured for this client, the VAT section displays: "No myDATA credentials configured for this client." To resolve this, edit the client and add credentials on the Finance & Tax tab. See myDATA credentials for setup instructions.
Clicking a KPI card
Clicking any KPI card opens a detail drawer on the right side of the screen. The drawer shows:
The metric title and a short description
A view toggle — switch between a graph view and a table view
A range selector — Last 3 Months or Last 6 Months
The full historical dataset for that metric, shown as a chart or table depending on the selected view
An Ask AI button in the top-right corner of the drawer
Ask AI
The Ask AI button in the KPI card drawer opens an AI panel where you can ask questions about the metric data. Use it to explore trends, understand changes, or get a plain-language explanation of the figures.
Documents
hows all documents linked to this client. The table is the same as the main Documents page, automatically filtered to show only this client's documents.
See Documents for details on statuses, filters, and actions.
Contacts
The Contacts tab lists all contacts associated with this client. You can create new contacts, edit existing ones, manage portal access, and send or resend invitations.
Only users with the Admin role can add, edit, or delete contacts, or manage portal access.
What you see
The contacts table includes:
Name
Contact's full name
Contact's email address
Phone
Contact's phone number
Job Title
Contact's job title
Flags
One or more status badges (see below)
Contact flags
Primary
Blue
This is the primary contact for the client
Notifications
Purple
Contact receives system notifications
Portal Active
Green
Contact has an active portal account
Invited
Orange
An invitation has been sent but the contact has not yet activated their account
Add a contact
Click Add Contact in the top-right of the Contacts tab.
Fill in the contact fields (see below).
Click Save Contact.
If Portal Access is enabled, an invitation email is automatically sent to the contact after they are saved.
Contact fields
First Name
Yes
Last Name
Yes
Yes
Used to send the portal invitation
Phone
No
Job Title
No
Contact options
Receive Notifications
On
Contact will receive system notifications
Primary Contact
Off
Marks this contact as the primary contact for this client
Portal Access
On
When enabled, an invitation is sent automatically on save
Edit a contact
Click the actions menu (three-dot icon) on the right side of the contact row.
Click Edit Contact.
Update the relevant fields.
Click Save Contact.
Invite a contact to the portal
When you create a contact with Portal Access enabled, an invitation is sent automatically.
To send a fresh invitation to an existing contact:
Click the actions menu on the contact row.
Click Resend Invite.
The invitation is sent immediately. The contact's flag changes from Invited to Portal Active once they accept and activate their account.
Enable or disable portal access
Click the actions menu on the contact row.
Click Enable Portal Access or Disable Portal Access depending on the current state.
Disabling portal access removes the contact's ability to log in to the portal. Their contact record is not deleted.
Delete a contact
Click the actions menu on the contact row.
Click Delete Contact.
Confirm the deletion in the modal.
Deleting a contact permanently removes the contact record. This cannot be undone.
Troubleshooting
Failed to load client details
Refresh the page
If the issue continues, contact your administrator
No data in Overview tab
No financial data exists for the selected date range
Adjust the date range using the picker
Updated on: 16/04/2026
Thank you!