I am designing a new base for tracking client accounts. We currently have approximately 12 clients, but are looking to expand our services in the next year.
Each client has 1-5 accounts with up to 5 sub accounts. The accounts are prepaid and I want to ensure we don’t go over budget. The expenses are divided into direct expenses (paid by us) and reimbursed expenses (that we will issue payment for). I would also like to submit the expense information using a form and then approve the expenses monthly.
I want to create the following views:
- Break down of client accounts and sub accounts with the detailed expenses
- Summary of client accounts and sub accounts that only shows remaining balance
- Reimbursed expenses each month
- Direct expenses each month
I would appreciate thoughts on how to cleanly design this base.