Your clients list
Browse every business you look after, see pending invites, jump into a client's workspace or run a bulk export.
Open Practice → Clients to see every business linked to your practice. The badge next to each row shows whether they're active, pending an invite, or expired.
Working with a client
- Click a client name to open their workspace — you'll drop into their expenses, mileage, approvals, reports and exports tabs.
- Use the picker at the top of the page to switch between clients without going back to this list.
- The Create client and Invite buttons both respect your plan's slot cap; the cap banner shows exactly how many slots you have left.