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, 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.