Entity Detail View
Clicking on any entity opens the Entity Detail view — a comprehensive, tabbed dashboard showing everything about that client.
Accessing Entity Detail
- Navigate to Entities in the sidebar
- Click on any entity name in the list
- The detail view opens with tabbed navigation
Tabs Overview
The Entity Detail view has 15 tabs, each covering a different aspect of the entity:
| Tab | What it shows |
|---|---|
| Profile | Core entity details — name, type, registration, address, contacts |
| Persons | Directors, members, trustees, shareholders, and key contacts |
| Obligations | Compliance obligations — VAT, PAYE, Income Tax, CIPC returns |
| Tasks | Tasks assigned to this entity with checklists |
| Documents | Uploaded documents with AI classification |
| Cloud Storage | Google Drive connection for this entity |
| Calendar | Entity-specific events, deadlines, and meetings |
| Engagements | Service assignments with fee arrangements |
| Contracts | Engagement letters and signed contracts |
| Emails | Email threads matched to this entity |
| Invoices | Invoice history and payment status |
| Reports | Financial reports generated for this entity |
| Onboarding | Client onboarding submission review |
| Audit Log | Complete activity history |
| Securities | Share register (for (Pty) Ltd entities) |
Profile Tab
The Profile tab displays and allows editing of:
Entity Details
- Entity name and trading name
- Entity type
- CIPC/CK number
- Tax number and VAT number
- Financial year-end
- Nature of business and industry
- Registration date
Contact Information
- Physical and postal addresses
- Phone, email, website
Practice Assignment
- Partner in Charge
- Account Manager
- Entity categories
Quick Actions (Profile Tab)
- Edit — modify any field
- Archive — move to archive (reversible)
- Delete — permanently remove (irreversible)
Documents Tab
Upload and manage documents for this entity:
- Drag & drop or click to upload files
- AI automatically classifies the document type
- Add notes to any document
- Preview PDFs and images inline
- Connect Google Drive for cloud storage
Obligations Tab
View all compliance obligations for this entity:
- Filing status with colour-coded indicators
- Due dates and days remaining
- Link to compliance detail for each obligation
Invoices Tab
View the full invoice history:
- Invoice number, date, amount
- Status: Draft → Sent → Paid → Overdue
- Payment date and method
- Click to view/download PDF
Audit Log Tab
Every action on this entity is recorded:
| Field | Description |
|---|---|
| Date | When the action occurred |
| User | Who performed the action |
| Action | What was done (created, updated, archived, etc.) |
| Details | Specific fields changed |
Next Steps
- Entity Types — understand type-specific fields and tabs
- Persons & Directors — manage people linked to entities
- Engagements — assign services and fee arrangements