Use this reference to understand fields on a client record and the columns documented in the Clients grid.
Client record fields
Identity and classification
Field
Required to create
What it controls
Client Name
Yes
Display name used across Aiwyn and on invoices and statements
Client ID
Yes
Unique firm identifier; normally matches the practice management system's client reference
Client Type
Configuration-dependent
Firm-defined client classification
Client Group
No
The single Client Group this client belongs to
Fiscal Year End
No
Client fiscal year-end month and day
FEIN
No
Federal Employer Identification Number
Address and delivery
Field
Required to create
What it controls
Address
No
First street-address line
Address 2
No
Optional second address line
City
No
Address city
Country
No
Address country
State / Province
No
State or province; US integrations commonly use a two-letter abbreviation
Postal Code
No
Postal or ZIP code
Delivery method
No
Invoice delivery preference when available in the firm's configuration
Ownership
Field
Required to create
What it controls
Office
Yes in the documented create flow
Office responsible for the client
Partner
No
Assigned partner; used by ownership-based views such as My Clients
Manager
No
Assigned manager; used by ownership-based views such as My Clients
Billing Manager
No
Staff member responsible for billing management
Contacts and communication
Field
Required to create
What it controls
Primary Contact
No
Default contact used by Engagements
Secondary Contact
No
Default secondary contact used by Engagements
Billing Contact
No
Default billing contact used by Engagements
Receives Invoices
No
Whether a linked contact receives the client's invoice emails
Receives Statements
No
Whether a linked contact receives statement emails
Receives payment confirmation
No
Whether a linked contact receives payment receipt emails
Primary Contact and Billing Contact are designations; each client has one of each. Invoice and statement delivery flags are separate and can be enabled for more than one linked contact.
Tax and custom fields
Field
Required to create
What it controls
Tax Regions
No
One or more tax regions associated with the client
Custom Fields
No
Firm-defined values stored on every client record when configured
Custom fields are firm-specific. In the data warehouse they are stored together in client.custom_field_values as JSON rather than as separate database columns.
Clients grid columns
The exact column set depends on product configuration and saved view. These columns are documented across the Clients grid and client record:
Column
Meaning
Client Name
Client display name
Client ID / Client Number
Firm-facing client reference
Client Key
Additional internal or source-system key, depending on the integration
FEIN
Federal Employer Identification Number
Office
Assigned office
Partner
Assigned partner
Manager
Assigned manager
Billing Manager
Assigned billing manager
Client Group
Standard Client Group membership
Fiscal Year End
Client fiscal year end
Billing Contact
Designated billing contact
Total Outstanding
Current outstanding amount across the client's invoices
Total Overdue
Portion of the outstanding amount that is past due
Actions
Row menu for available client operations
Use column settings to confirm the full set available to your firm. Saved views, permissions, and product configuration can change which columns are visible.
What appears on the client detail page
Section
Contents
Profile
Name, ID, type, address, and delivery details
Assignments
Office, partner, manager, billing manager
Classification
Client Group, fiscal year end, (and tax regions if on Aiwyn Practice)
Balance
Outstanding and overdue amounts where available
Related work
Associated engagements, projects, invoices, transactions, and documents
Contacts
Linked contacts and their client-specific communication roles
Custom fields
Firm-defined client data
Data ownership
If the firm syncs client data from a practice management system, mapped fields are read-only in Aiwyn. Use the source system for fields it owns, and use Client record field mapping to Aiwyn from your practice management system to confirm the upstream field.
