ClientProfitability

Object

clientAccountId

The CRM account this row is for, or finance_no_client on the one row holding the cost of projects that name no client.

clientAccountName

The client account's name, joined from the CRM account clientAccountId points at; No client on the no-client row. Null when the account is deleted, belongs to another workspace, or has no name.

projectCount

How many of this client's projects (Project.clientAccountId) were billed or carried cost in the period — the Projects column's own figure.

costAttributable

Always true: cost reaches a client through Project.clientAccountId, and a project naming none lands on the no-client row, so every row states its cost.

billedTotal

receivedTotal

creditsAttributable

Whether creditTotal is a total of the period's credits: false when an in-window credit memo names no invoice at all (nothing can reach a client through it, so the column would be short by its amount), and false when memos name invoices none of which this read resolves. True when there are no memos to reach with — an uncredited period genuinely credited nothing.

creditTotal

costTotal

The cost of this client's projects — see ProjectProfitability.costTotal for what cost is made of. A project's cost, labour included, lands on the client the project names (Project.clientAccountId), never on a client read off its invoices.

arBalanceTotal

Current unpaid balance of posted invoices, excluding unapplied credits, payments, and other AR ledger entries. Not a period flow or the AR control balance.

profit