> For the complete documentation index, see [llms.txt](https://help.agencydesk.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.agencydesk.io/admin.md).

# ADMIN

- [Clients](https://help.agencydesk.io/admin/clients.md): Manage Active and Prospective Clients, contacts, Business Units, financial defaults, Notes and Documents. Check Xero status, search the list and export matching Clients to Excel.
- [Suppliers](https://help.agencydesk.io/admin/suppliers.md): Manage Suppliers in Agencydesk. Connect Suppliers to Cost Types and Purchase Orders, upload contracts and NDAs, and track procurement history per Supplier.
- [Finance](https://help.agencydesk.io/admin/finance.md): The agency-wide home for all Invoices, Purchase Orders, and Cost Estimates. Search, filter, sync to Xero, and track receivables across every Job in one place.
- [Reports](https://help.agencydesk.io/admin/reports.md): ​​Use reports and dashboards to monitor workload, performance, efficiency, revenue trends, and profitability across your agency.
- [Active Jobs](https://help.agencydesk.io/admin/reports/active-jobs.md): Review active Jobs and their documents, filter the list, and compare original-currency Client balances with Total Billable in the account currency.
- [Work Distribution](https://help.agencydesk.io/admin/reports/work-distribution.md): Review Task estimates, tracked work and overruns by Department, Client, Category, Account Executive and due month. Compare Hours, charge-out Value and labour Cost, and print each section.
- [Billed vs Unbilled](https://help.agencydesk.io/admin/reports/forecasting.md): Compare estimated billable Task value with issued billing on open, active Jobs. Review balances by Department, Client, Category, Account Executive and due month, and print each section.
- [User Time Recon](https://help.agencydesk.io/admin/reports/user-time-recon.md): Review billable and non-billable Task time and meetings by person and month. Select people by Department, inspect detail, and export period totals to Excel.
- [Manager Time Recon](https://help.agencydesk.io/admin/reports/manager-time-recon.md): Review billable and non-billable Task time across each Account Manager’s Jobs, select managers by Department, inspect month detail, and export period totals to Excel.
- [Financial Summary](https://help.agencydesk.io/admin/reports/financial-summary.md): Review monthly invoiced revenue, set overall and individual targets, compare revenue with supplier costs on invoiced work, and print each Financial Summary card.
- [Multi-Job Recon](https://help.agencydesk.io/admin/reports/multi-job-recon.md): Review selected Jobs by Client, Business Unit, Category or date scope. Read costs and estimated or billed margins in home currency, reopen report links, print to PDF and export to Excel.
- [Milestones](https://help.agencydesk.io/admin/reports/milestones.md): Monitor Milestones across Jobs, filter by date, Client, Department and Account Managers, inspect linked work, and print a PDF or export the filtered report to Excel.


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation by asking a question.

Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters:

```
GET https://help.agencydesk.io/admin.md?ask=<question>&goal=<user_goal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.