Accounts

Accounts are the contract layer that sits above charge codes. They model the structure auditors and customers expect: customer, contract number, periods of performance, line items, labor categories, rate cards, and invoice periods. Available on the Pro and Enterprise plans.

Manage them from Settings → Accounts. The full model is documented in ACCOUNTS_DESIGN.md in the source tree — this is the operator's-eye summary.

Hierarchy

Account
  └─ Period of Performance (POP)
        └─ CLIN
              └─ LCAT (labor category)

Account — One per contract, plus internal "accounts" for overhead, G&A, B&P, etc.

POP (Period of Performance) — A funded performance window with a start and end date. An account can have several POPs as the contract is extended or modified.

CLIN (Contract Line Item Number) — A line item under a POP. Pricing type lives at the CLIN level so a single contract can mix T&M and FFP work.

LCAT — A labor category beneath a CLIN with its own bill rate. T&M LCATs price hours; FFP CLINs use a fixed amount per invoice period.

T&M vs. FFP

T&M (Time & Materials) — Hours × LCAT bill rate. Add LCATs and rates per CLIN; rate-card changes are tracked over time.

FFP (Firm Fixed Price) — A fixed amount per invoice period (monthly, by default). Set the per-period amount on the CLIN and Clockwise records it as the billable line, regardless of hours logged.

Rate Cards and Rate History

The Account Detail page shows a rate matrix per CLIN. Editing a rate creates a new history row with an effective date — past timesheets continue to bill at the rate that was active when they were logged. The matrix highlights conflicts when the same LCAT has different rates across CLINs in the current period.

Invoice Periods

Each account generates invoice period rows on a configurable cadence (typically monthly). When you open the Invoices page, Clockwise rolls hours and FFP amounts up by invoice period and account so you can review and finalize them. See Invoices.

Roster

The Roster tab on Account Detail lists everyone currently assigned a charge code on the account — plus anyone whose assignment starts later — grouped by CLIN. See Roster.

Burndown

The Burndown tab on Account Detail tracks a T&M contract's spend against its CLIN ceiling — projected vs. actual dollars across the period of performance, with a straight-line/working-days projection toggle. See Burndown.

Account Managers

Non-admin users named as a manager on an account get read-only access via the My Accounts sidebar entry. See Account Managers.

Deleting or Archiving an Account

Open the account and click Delete (admins and owners only). What happens depends on whether anything still points at the account, and the dialog tells you which before you confirm:

Nothing references it — the account is permanently deleted, along with its periods, CLINs, LCATs, invoice periods, catalog templates, and its subcontractor and manager links. This is the "set it up wrong, start over" case, and it frees the name for reuse.

Charge codes or invoices reference it — the account is archived instead. Nothing is destroyed: periods, charge codes, timesheet entries and invoices all stay exactly as they are. The account simply disappears from the account list, the JSON export, and the Invoices page, and its detail page becomes a restore prompt. Any of its charge codes that are still active are deactivated, so no further time can be booked to it.

To find an archived account, open the ⋯ menu on Settings → Accounts and choose Show archived, then open the account and click Restore to bring it back. Restore does *not* re-enable the charge codes that archiving deactivated — turn the ones you still need back on from Charge Codes.