Related records turn the client workspace into a shortcut to complete, client-filtered module views rather than a collection of small preview cards.
Choose a related category
Open a client and use Related records to choose projects, time, invoices, payment plans, recurring schedules, payments, expenses, opportunities, agreements, tickets, forms, meetings, communications, or files.
Every row in the Related records navigator is a clickable shortcut to a complete list view filtered to that client. The value at the right shows the most useful available summary for that category: a record count, time duration, or currency total. Tasks are intentionally accessed through Projects at the client level.
Currency totals default to the client's currency, or the workspace currency when the client has no currency set. When those currencies differ, use View in to switch the navigator, KPI totals, and converted values in financial tables. Your selection follows you from the client workspace into its related pages.
Select any Related records row to open that module’s full list experience, already scoped to the current client.
Work in a full client-filtered view
Each related page uses the same rich table, status treatment, columns, and record interactions as the corresponding main module. A lightweight KPI row summarizes the client-specific records without adding an unnecessary trend chart. The KPI cards remain visible when a category has no matching records, so the available ways to review the client stay predictable.
The compact breadcrumb beneath the page title shows the client name, keeping the current client context visible without crowding the header. Select the client name to jump directly back to that client's workspace, or use the back control above the title to return to your previous page.
When a KPI represents a useful subset of the records, select it to apply that filter immediately. The selected card is highlighted, and the standard Filter control shows the active choice so you can review or clear it. Selecting the highlighted KPI again also removes its quick filter.
Client projects begin with Active selected so completed work does not crowd the everyday view. Clear the Active selection in Filter to include completed projects.
Related pages also inherit each module's operational default order: recent financial and activity records appear newest-first, recurring schedules appear by next run, and named libraries remain alphabetical. Your saved table sort can override that default independently on each related page.
In Time worked, select the Date or Time heading to sort by the full entry start date and time; select it again to reverse the order. Date groups and the entries within each day follow the selected direction, so you can bring the newest work to the top.
Date grouping uses the entry's start date in your browser's local timezone, matching the date shown on the entry. An entry that spans midnight stays under the day it started.
The client breadcrumb keeps your current context visible and links back to the client workspace. The Active quick filter keeps current projects prominent while making the filter easy to see, change, or clear.
Compare invoiced amounts by project
In the client’s Projects list, Fees shows the configured project fee or rate. The Invoiced column shows the amount invoiced for that project, including invoice discounts and excluding draft or void invoices and deposit lines. It is not the amount paid or an estimate of future billing.
Select the Invoiced heading to sort from lowest to highest, and select it again to reverse the order. Invoice access is required to see this column. View in changes the currency of invoiced totals; Fees continue to show the project’s own currency. Recent invoice changes can take about a minute to appear after refreshing the list.
Open a record without losing context
Items normally managed in a right modal open over the related page. Full-page records open with a return path back to the client. Your filters in the main business-wide module remain unchanged because client-related views keep their own presentation state.
Create a related record
Use the + action on a related page to start the module’s normal creation experience with the client already selected. Contact-dependent actions ask which client contact to use.
Continue exploring Clients & contacts