The Insights tab in a client's details (go to Clients > click on any client) gives accountants a quick overview of a client’s document situation without having to open the client’s business space. It shows how many documents have been processed and whether any action is needed. That helps you prioritise work and follow up faster.
Why use the Insights tab?
The Insights tab helps you:
See which clients need your attention without opening each space
Prioritise work based on urgency and document volume
Move directly to the right documents with a single click
Monitor document processing progress at a glance
It’s especially helpful during peak periods like VAT declarations, monthly closing, or year-end.
What the Insights tab shows
At the top of the page, you’ll see a summary of all documents for the selected client, including:
Total documents
Processed (no action required)
Accountant action needed
Client action needed
You can also filter this overview by date range to focus on a specific period.
Breakdown by document type
Below the summary, documents are grouped by category:
Sales invoices
Purchase invoices
Purchase receipts
Enriched movement reports
Other documents (total documents only)
For each category, you can see how many documents fall under each status.
If you want to access that section immediately, click Go to documents to open the Client Documents app directly in the right document type.