Client workspace

Home

Available

Review one client's open document, recognition, invoice, and voucher work plus current-period progress.

What this menu does

Give staff a client-scoped starting point and route each exception to its owning business menu.

Where to find it

Client workspace navigation: Home.

When to use it

Review open re-upload, recognition, invoice, or voucher items.
Track uploaded, recognized, confirmed, and voucher-generated progress.
Open the page that owns a pending item.

Before you begin

Open the correct client workspace.
Confirm the company name shown in the workspace header.

Page regions

01Client lifecycle/read-only notice
02Four pending summary cards
03Pending-item table
04Current-period progress
05Refresh and direct action links

Supported operations

Review client work

Purpose: Prioritize the next action for this client.

1
Confirm the client name and workspace mode in the header.
2
Review re-upload, recognition, invoice, and voucher pending counts.
3
Review the item, count, severity, and oldest time in the pending table.
4
Select the action to open the owning Files, Invoices, or Vouchers page.

Result

The user continues on the business page that can resolve the item.

Review current-period progress

Purpose: Compare production milestones for the current accounting period or fallback window.

1
Review Uploaded, Recognized, Confirmed, and Vouchers generated.
2
Compare the milestone counts rather than assuming they must always be equal.
3
Use the owning list to investigate any unexplained gap.
4
Select Refresh after another page completes work.

Result

The progress cards reflect current production facts; they do not change records.

Business rules and fields

Home aggregates actionable business states and does not edit underlying records.
Current-period progress can use a recent fallback window when no accounting-period anchor exists.
A confirmed invoice with an active main voucher is not counted as still needing voucher generation.

States you may see

Action requiredNo pending itemsRead-only workspacePartial panel error

What happens next

Staff can explain the client's current production state and open the correct resolution page.

Common problems

What you seeWhy it happensWhat to do

The page is view-only or an action is missing.

The workspace is read-only, the employee lacks maintenance access, or the record status blocks changes.

Verify the client lifecycle status and your access with a firm administrator. Do not work around the restriction in another client.

A save, generation, or load action fails.

Business validation, missing source data, an expired session, or a temporary service problem can block the action.

Read the business reason shown on the page, fix the source data, and retry once. Preserve the request identifier when asking support for help.

Visibility and access

The page follows employee permissions, client assignment, and workspace mode. Suspended clients can be view-only; draft or terminated clients cannot enter the workspace.