WORK IN PROGRESS DATABASE
Email Accountants Hawkes Bay Ltd to request information or a quote
This Database is designed to track jobs from the date they arrive on site right through until the signed documents are returned and filed with IRD.
Each      client      is      created      in      the      NEW BUSINESS    maintenance    screen    and    then current    information    is    entered    through    the Enter Data tab.
Once the job has arrived the RECORDSIN box is ticked and when the job is allocated it will appear in the Staff List and then is maintained by the Staff member as they progress through the job.
If there is a HALT to the job the description is added. Now   the   job   can   be   viewed   by   anyone   so   they   can   see exactly what the job status is.
There   are   a   number   of   other   features   including the   Software   tab   which   allows   you   to   capture   the client    software    details    as    they    are    loaded    and also   at   the   end   of   the   job   when   the   EOY   journals are completed.
The database is supported by a number of useful reports. NOT STARTED – Shows clients ticked as arrived but not allocated to a staff member. NOT RECVD – Lists clients on the database that have yet to bring in thier records. SIGNATURE – Lists clients who have been sent thier Financials and Tax returns but have yet to return the signed documents. WIP REPORTS – These can be printed by individual staff, by total staff or by partner. Eg: WIP SUMMARY is colour coded for easy identification.
Email Accountants Hawkes Bay Ltd to request information or a quote
HAWKE’S BAY LIMITED
Accountants
REAL PEOPLE
REAL SOLUTIONS
REAL RESULTS
Ph: 06 8434868
WORK IN PROGRESS DATABASE
Email Accountants Hawkes Bay Ltd to request information or a quote
This Database is designed to track jobs from the date they arrive on site right through until the signed documents are returned and filed with IRD.
Each   client   is   created   in   the   NEW   BUSINESS   maintenance   screen and then current information is entered through the Enter Data tab.
Once the job has arrived the RECORDSIN box is ticked and when the job is allocated it will appear in the Staff List and then is maintained by the Staff member as they progress through the job.
If there is a HALT to the job the description is added. Now   the   job   can   be   viewed   by   anyone   so   they   can   see   exactly   what the job status is.
There   are   a   number   of   other   features   including   the   Software   tab   which allows   you   to   capture   the   client   software   details   as   they   are   loaded and also at the end of the job when the EOY journals are completed.
The database is supported by a number of useful reports. NOT STARTED – Shows clients ticked as arrived but not allocated to a staff member. NOT RECVD – Lists clients on the database that have yet to bring in thier records. SIGNATURE – Lists clients who have been sent thier Financials and Tax returns but have yet to return the signed documents. WIP REPORTS – These can be printed by individual staff, by total staff or by partner. Eg: WIP SUMMARY is colour coded for easy identification.
Email Accountants Hawkes Bay Ltd to request information or a quote
HAWKE’S BAY LIMITED REAL PEOPLE REAL SOLUTIONS Ph: 06 8434868 REAL RESULTS Accountants
WORK IN PROGRESS DATABASE
Email Accountants Hawkes Bay Ltd to request information or a quote
This Database is designed to track jobs from the date they arrive on site right through until the signed documents are returned and filed with IRD.
Each      client      is      created      in      the      NEW BUSINESS    maintenance    screen    and    then current    information    is    entered    through    the Enter Data tab.
Once the job has arrived the RECORDSIN box is ticked and when the job is allocated it will appear in the Staff List and then is maintained by the Staff member as they progress through the job.
If there is a HALT to the job the description is added. Now   the   job   can   be   viewed   by   anyone   so   they   can   see exactly what the job status is.
There   are   a   number   of   other   features   including the   Software   tab   which   allows   you   to   capture   the client    software    details    as    they    are    loaded    and also   at   the   end   of   the   job   when   the   EOY   journals are completed.
The database is supported by a number of useful reports. NOT STARTED – Shows clients ticked as arrived but not allocated to a staff member. NOT RECVD – Lists clients on the database that have yet to bring in thier records. SIGNATURE – Lists clients who have been sent thier Financials and Tax returns but have yet to return the signed documents. WIP REPORTS – These can be printed by individual staff, by total staff or by partner. Eg: WIP SUMMARY is colour coded for easy identification.
Email Accountants Hawkes Bay Ltd to request information or a quote
HAWKE’S BAY LIMITED
Accountants
REAL PEOPLE
REAL SOLUTIONS
REAL RESULTS
Ph: 06 8434868