Reports for CA Partners and Managers

These reports cover filings due, jobs pending, papers awaited, filings completed and fees. Each is read from the jobs, requests and bills the firm already keeps in the system.

Share your requirements

What the reports answer

A partner’s questions are usually about what is due, what is stuck and what is unpaid, and each report below answers one of them. The figures follow the jobs, document requests and bills as they are updated. A report that looks thin usually points to a record that has not been entered yet.

The reports

Filings due

Filings due in the next seven, fifteen and thirty days, by client and by staff member.

Jobs pending

Jobs pending with each article and each manager, from the jobs and allocation module.

Papers awaited

Clients whose papers are still awaited, with the number of chases against each, read from the document requests the firm has sent and the reminders counted against them.

Filings completed

Filings completed this month, with acknowledgement numbers stored on the jobs.

Fees billed, received and outstanding

Client by client and by age, drawn from fee billing and recovery follow-up.

Work against fee agreed

Work done for a client set beside the fee agreed for it, using the services and fee terms on the master and the jobs completed for that client.

Clients billed nothing this year

A list of clients with no bill raised, so work done without a bill can be spotted.

Who reads them

Partners read filings due and fees outstanding, and managers read jobs pending against each article, since they allocate work and follow up on what is slipping. Office and accounts staff work from the billing and recovery reports. Fee visibility is set with the firm.

Limits of the reports

They reflect what is recorded

A filing shows as complete once the acknowledgement is stored on the job, and a fee shows as received once a receipt is posted against its bill. Missing entries mean missing figures.

They are not the accounting book

Ledgers, GST returns and final accounts stay in Tally or wherever your books are kept. Extra reports are scoped with the firm where the data is held in the system.

FAQ

Frequently asked questions

Are the figures live?

Yes. Reports read the current jobs, requests and bills, so they change as entries are made.

Can the due list be read by staff member?

Yes. Filings due are shown by client and by staff member, over seven, fifteen and thirty days.

Does the system report on the client’s own books?

No. It runs the practice, not the client’s accounting. Reports cover the firm’s jobs, papers and fees.

Can a report beyond this list be added?

Yes, where the data is held in the system. Additional reports are scoped with the firm during implementation.

Talk to us

Tell us what you need.

Share your requirements and one of our engineers will come back to you within one business day.

What happens after you share your requirements

A senior engineer reads your answers. Nobody phones first.
Within one business day you get a written note: what we understood, what we would start with, and the questions we still have.
If it fits, a proposal follows with the order of work, what we need from you and what you receive at each step.
No call is booked and nothing is paid until you have read the note. Your details stay with us.

Start with your requirements

Seven short steps that tell us what you need. A senior engineer reads them before anyone gets in touch.

Share your requirements