A client's page
Open any client to see everything about that one account in one place: its drift, its journal, its people, devices, and pools.
Most of the app is org-wide, but sometimes you want everything about a single client in one place. Click a client's name anywhere (the Ledger's biggest-drift list, a statement entry, or the Book) to open its page.
Globex Corp
One client's page: its drift, people, devices, and pools
+$184.00/ mo net drift
DriftMatrixPoolsDevicesLinkedJournalSettings
- Under-billedMicrosoft 365 Business Premium+$130.00
- Under-billedAcronis Cyber Protect+$54.00
- SKU mismatchMicrosoft 365 Business Standard+$22.00
What's on it
A client's page gathers that client's surfaces into tabs:
- Its drift: the same entries as the Ledger, scoped to this one client.
- Matrix: this client's per-user license matrix, person by person.
- Pools: this client's commitment pools, with idle-seat headroom.
- Devices: this client's devices, if device reconciliation is on.
- Linked: the vendor accounts and product mappings that feed this client, so you can see exactly what's tied to what.
- Journal: this client's durable memory: the gaps you've marked expected, the ones due a re-check, and the lines that tied out clean.
- Settings: per-client options, so you can tune one account without touching the rest.
Why it's useful
When a client asks "what am I paying for?" or you're prepping a QBR, the client's page is the single view that answers it: the money drifting, the licenses per person, the devices, and the renewals coming up, all for that account.