The job of this console
Keep the hierarchy true, watch completeness, open an account before attaching a PO or project. Do not rename an account in a project only — change it here.
Project · Directory
Accounts
Manage account/team/client hierarchy and monitor completeness through quality-centric charts.
Hierarchical account directory with data-quality and linkage analytics.
Account hierarchy
Team and client structure finance and delivery share
Accounts manages account / team / client hierarchy and completeness charts. Projects and POs hang off this directory; it is not a second CRM.
Finance → Accounts
Route
/finance/accounts
Finance Manager · Admin
Seat at the table
Finance administrators. PMs consume the names on projects. Employees do not maintain accounts.
The working rhythm
Search, edit hierarchy, save, confirm projects and POs still point at the right node.
Moments that bring you here
New client. A merger of teams. Completeness gaps. Before a PO import.
ⓘ
Directory, not invoices
Billing still happens on invoices and POs. This register is who they belong to.
Overview
The Accounts page stores organizational context used by projects and reporting. Healthy account data improves list filters and analytics grouping.
Screen layout
Header: Type chips, quality chips, search, sort.
Body: Account hierarchy/list with owners and metadata.
Header & filters
Type chips: All · Accounts · Teams · Clients · Salesforce
Quality chips: Needs attention · Complete only · Missing teams/clients/email · No owner · No description
Summary & charts
Summary analytics emphasize data quality: health mix, issue categories, hierarchy coverage, source split, and billing type distribution.
Main content & actions
Open records to maintain hierarchy and required metadata fields.
Complete feature list
Every control, panel, and workflow on this screen.
- ✓Luxury UI shellEmerald-themed glass cards, sticky gradient header, module sidebar, and responsive layout.
- ✓Documentation searchHeader search indexes all guide pages (docs site).
- ✓Collapsible summary stripKPI row and chart gallery above the register; expand/collapse persists in browser storage.
- ✓Account registerClient accounts with project counts.
- ✓CREATE accountNew client record.
- ✓Account summary chartsRevenue and project concentration.
- ✓Row → account detailProjects and contacts on account.
Before you start
ℹ️
Single source of truth
Fix client name on account record — propagates to new bids, POs, projects.
⚠️
Duplicate accounts
Run search before CREATE — duplicates harm Top accounts charts.
Who uses this screen
Account managers and sales staff maintaining client master records — project counts, revenue concentration, and links to Sales POs and HRMS invoices.
ℹ️
Client register
Accounts are the client anchor — projects, bids, POs, and invoices reference the same account record.
Key concepts
Account register
Clients with industry, region, project count, active contract indicators.
CREATE account
New client record with billing contacts and terms.
Account summary charts
Revenue concentration and project count bars.
Row navigation
Drill to projects and contacts on account.
Cross-module linkage
Sales bids/POs and HRMS invoices share account picker.
Permissions
| Role | Access on this screen |
|---|---|
| Account manager | Create/edit owned accounts; view all projects on account. |
| Sales | Create accounts during bid flow; read register. |
| Project manager | Read-only account on projects; cannot edit billing terms. |
| Finance | Edit billing address, tax IDs, payment terms. |
📝
Administrator override
Org administrators and service accounts configured in the Admin console may bypass row-level scopes shown above. When in doubt, confirm access with your Tracopus administrator.
Controls reference
| Control | Description | Notes |
|---|---|---|
| CREATE account | New client wizard. | Duplicate check by name. |
| SHOW / SORT / Filter | Active accounts, search. | Lux header. |
| Summary charts | Revenue and concentration. | Team filter if enabled. |
| Row click | Account detail/projects. | May open modal or page. |
| Merge accounts | Admin action. | Rare — dedupe duplicates. |
| Export | Account list. | CRM sync complement. |
| Link from project | Account on project hero. | Two-way nav. |
Common mistakes
⚠️
Duplicate account names
Breaks invoice and PO search — merge or use distinct legal names.
⚠️
Stale billing contact
Invoice emails bounce — finance updates on account before send.
⚠️
Account without projects
Orphan from deleted projects — archive inactive accounts.
FAQ
Account vs project?
Account = client company; Project = one delivery engagement for that client.
Who can merge duplicates?
Typically admin — request via ticket.
CRM sync?
Salesforce account ID field when integration enabled.
Multiple contacts?
Contacts tab on account detail — primary used on invoices.
Workflows
- Start with Needs attention chip.
- Fix missing owner/email/description issues.
- Review hierarchy coverage chart.
- Validate Salesforce-linked records.
Tips & best practices
Tip: Resolve missing teams/clients first; those gaps impact downstream project/account dashboards most.
More guidance
💡
Remember
Clients with industry, region, project count, active contract indicators.
ℹ️
Account vs project?
Account = client company; Project = one delivery engagement for that client.