Check People, Reports, and Services availability

Before you begin

Open the correct firm workspace and confirm your access to the operational area. Identify the authoritative source for the record or figure you are reviewing. Check the availability note before relying on an action or export. Keep the supporting firm, client, deadline, document, or approval evidence available.

People

The staff directory can add/edit/status/delete rows locally, but they reset on reload. Use the persisted Firm Settings → Team roster for real user access/roles and Profile for self-data. People My Profile, Leave, CPE and Performance are shells/local mock flows. Do not enter or rely on employment, membership, DSC, leave, CPE or performance records here.

Practice Reports

Revenue, Receivables, Utilization and Compliance views show illustrative/empty local datasets; FY, Export and Print are not qualified as functional. Hidden /reports/engagement has hard-coded counts. Do not deep-link/bookmark/publish it. Use authoritative Billing/Compliance/Engagement sources and verified exports until reporting is wired and reconciled.

Services Master

The current page starts from an empty local list; Refresh is a no-op. Add/edit/activate/delete update browser state only and disappear after reload. The detail drawer does not load authoritative workflow/tasks/checklists/variants. Do not claim custom services feed engagements/billing until API-backed CRUD/detail and downstream reuse are wired and tested.

Expected result

Firms use persisted Team/Profile and authoritative source modules, and no local/demo People, Reports or Services value is treated as a saved or reportable business record.

Related pages

• Review billing availability before use
• Use the Knowledge Base and the firm Returns control room