Client Structure Overview

Client structure overview

1. A Client belongs to an Office.
2. A Client can have one or more Products.   
3. By default, a Client is its own Master Client.  A Master Client is a Receivables grouping within the platform that allows your agency to receive cash from a single entity and apply it to multiple client invoices.  A Master Client is simply another Client within Accountability that is linked to multiple Client records within the same office. 
4. A Client Reporting Group is an agency-defined custom field used to group clients for reporting purposes across offices.  A client can belong to more than one Client Reporting Group.