Task & Work Management for CA Firms

What is in this module

Every report this module produces →Named and listed in full, with the question each one answers.

1. 01

   Service Status Dashboard

   30 reports in a single dashboard — work completed, pending, priority work, pending issues, FY-wise work status, user-wise allocation — with a separate dashboard for each service.

   Reports from this screenAll 30 from this screen →

   • Task Completed
   • Task Pending
   • Not Started
   • In Process
   • Priority Tasks
   • Long Due Tasks
   • Tasks With Pending Issues
   • Tasks Kept On Hold
   • Tasks With No Issues
   • Tasks Due Today
   • Tasks Due In Next 7 Days
   • Tasks Crossed Due Date
   • Pending Issue Wise Report
   • Milestone Wise Report
   • Milestone Group Wise Report
   • FY & Period Wise Task Status Report
   • User-wise Tasks — Task Leader
   • User-wise Tasks — Task Manager
   • User-wise Tasks — Assigned User
   • Overall Tasks
   • Between Milestone Report
   • Task Wise Report
   • Follow-ups On This Service
   • Appointments On This Service
   • Meetings On This Service
   • To-Do Status, Task Wise
   • Tasks With To-Do List
   • To-Do List Wise
   • Exception Report
   • All Task Report

   Actions you can take from this screen

   • Email all clients with pending work in one click
   • Or send it as a message instead
   • Raise a task without leaving the report
2. 02

   Live Activity Report Dashboard

   14 reports on what is happening in the office right now: tasks created and completed, user performance, timesheet logs, service-wise completion, to-do lists and pending issues.

   Reports from this screenAll 14 from this screen →

   • Tasks Created
   • Tasks Completed
   • Tasks Deleted
   • Pending Issues Added
   • Pending Issues Resolved
   • Pending Issues Deleted
   • Top 3 Performer Report
   • Bottom 3 Performer Report
   • Milestone Wise Completion Report
   • User Performance Report
   • User Performance By Task Type
   • Compare Performance Of User
   • Timesheet Report
   • To Do Report

   Actions you can take from this screen

   • View the whole dashboard for any date range
   • View the dashboard branch-wise
3. 03

   User Activity Dashboard & Report

   38 reports giving a 360-degree view of one user over any period — tasks completed, inward taken, outward given, bills and receipts created, expenses incurred, emails sent.

   Reports from this screenAll 38 from this screen →

   • Tasks Created
   • Tasks Completed
   • Tasks Deleted
   • Pending Issues Created
   • Pending Issues Completed
   • Pending Issues Deleted
   • Checks Completed
   • Comments Posted On Tasks
   • To Do Completed
   • Comments Posted On To Do
   • Inward Created
   • Inward Given Back
   • Outward Created
   • Outward Received Back
   • Timesheet Records Posted
   • Service Estimates Created
   • Invoices Raised
   • Receipts Created
   • Expenses Posted
   • Expenses Approved
   • Expenses Rejected
   • Expenses Partially Rejected
   • Disbursements Posted
   • Disbursements Approved
   • Disbursements Rejected
   • DSC Created
   • DSC Given
   • DSC Received
   • Follow-ups Added
   • Appointments Added
   • Meetings Added
   • Attachments Created
   • Clients Created
   • Leave Applied
   • Leave Approved
   • Leave Rejected
   • Emails Sent
   • SMS Sent

   Actions you can take from this screen

   • View any user's activity for any period
   • Filter by branch
4. 04

   Client Report

   15 reports for a client or group: status of all services, unbilled tasks, invoices generated and outstanding, debit and credit notes issued, service estimates created.

   Reports from this screenAll 15 from this screen →

   • Opening Net Outstanding
   • Billing & Debit Notes In The Year
   • Collection & Discount In The Year
   • Credit Notes In The Year
   • Net Outstanding At Year End
   • Unbilled Work Count
   • Free Work Count
   • Service Estimates Created
   • Completed Tasks For The Client
   • Pending Tasks For The Client
   • Billed Tasks
   • Unbilled Tasks
   • Tasks Marked As Free
   • Task Type Wise Breakdown
   • Every Task For The Client

   Actions you can take from this screen

   • View one client or a client group
   • Any financial year, back to 2004
   • Filter every column of the job list
   • Export the client's position
   • Show the services added for this client
5. 05

   Employee Report

   9 reports covering staff by service and by role — leader, manager or assigned user — showing work completed or pending for a financial year or period, with any pending issues.

   Reports from this screenAll 9 from this screen →

   • Pending Tasks By Employee
   • Priority Tasks By Employee
   • Long Due Tasks By Employee
   • Tasks Not Started By Employee
   • Tasks With Pending Issues By Employee
   • Tasks Due Today By Employee
   • Tasks Due Within 7 Days By Employee
   • Tasks Crossed Due Date By Employee
   • Task Type Wise Employee Report

   Actions you can take from this screen

   • Filter by role: assigned user, leader, manager or member
   • Pending, completed, or both
   • One branch, or every branch you can see
   • Narrow to a financial year, period and service
   • Hide staff with no tasks
   • Click a number to see its tasks
   • Download the data
6. 06

   Consolidated Report

   11 reports giving the office a bird's-eye view, drilled down by service and then by staff: tasks due in the next 7 days, priority tasks, completed tasks, tasks with pending issues.

   Reports from this screenAll 11 from this screen →

   • Pending Tasks, Whole Office
   • Priority Tasks, Whole Office
   • Not Started, Whole Office
   • Long Due, Whole Office
   • With Pending Issues, Whole Office
   • Task Due Today, Whole Office
   • Task Due Within 7 Days, Whole Office
   • Task Crossed Due Date, Whole Office
   • Tasks Completed In A Financial Year
   • Every Service Against Every Person
   • Tasks Due Between Two Dates

   Actions you can take from this screen

   • Consolidate the branches that share a financial year
   • View all services
   • Search for a staff member
7. 07

   User Dashboard

   A separate dashboard for every user with 21 reports and tools covering everything allocated to them, plus personal tools — sticky notes, calendar and to-dos.

   Reports from this screenAll 21 from this screen →

   • My Total Tasks
   • My Completed Tasks
   • My Pending Tasks
   • My Priority Tasks
   • My Tasks Not Started
   • My Performance, Month By Month
   • My Tasks Due Today
   • My Tasks Due Within 7 Days
   • My Tasks Past Their Due Date
   • Assigned To Me
   • Where I Am Task Leader
   • Where I Am Task Manager
   • Where I Am A Task Member
   • My Work By Service And Role
   • My Follow-ups
   • My Appointments
   • My Meetings
   • My Month, On A Calendar
   • My To-Do List
   • Notice Board: My Work
   • Notice Board: Notifications

   Actions you can take from this screen

   • Read my dashboard for one branch
   • Open the activity behind my chart
   • Filter my work by role
   • Add a to-do without leaving the screen
   • Keep notes on my own dashboard
8. 08

   Bulk Task Creation Tool (Auto & Manual)

   Let the software create and assign tasks for a given service and period on a set date, or create them by hand.

   What you can do here

   • Set a batch up once, let it raise the work forever
   • Build a batch from a spreadsheet
   • Service-wise batches that build themselves
   • Raise the whole batch on demand
   • Assign inside the batch, not afterwards
   • See which batches are not ready to run
   • Keep batches per branch
   • Find a batch in the list
9. 09

   Customize Services in Software

   Four levels of your own structure — services, sub-services, sub-sub-services, and a detailed to-do list holding hundreds of steps per service type.

   What you can do here

   • Build your own service tree, four levels deep
   • Define the phases a job passes through
   • Two workflows under one service, kept apart
   • Name your own reasons for a job being stuck
   • Give each branch only the services it provides
   • Say who is allowed to tick a stage off
   • Refuse to close a return until the portal says it was filed
   • Retire a pending issue automatically when a stage is reached
   • Add a category or a task type at any time
10. 10

    Schedule Follow-up, Appointment or Meeting

    Schedule follow-ups, appointments and meetings with a full log of previous events against each, and be told what is coming up.

    Reports from this screenSee them in the catalogue →

    • What Is Coming Up
    • What Actually Happened
    • And What Was Called Off
    • Split By Call, Appointment Or Meeting
    • Which Of Them Is About A Job, And Which Is Not
    • The History Behind Each One

    Actions you can take from this screen

    • Book a follow-up, an appointment, a meeting or a call
    • Tie it to the job it is about
    • Or tie it to the money owed
    • One person it is with, another who handles it
    • Join it from the register
    • Complete it, move it, or drop it
    • Per office, and exportable
    • And it shows on the client’s own account page
11. 11

    Detailed Service Information

    Each task carries 20+ pieces of information and tools in itself — status, pending issues, email, task costing, assignment change log, outstanding invoices, job costing — all printable to one PDF.

    Reports from this screenAll 13 from this screen →

    • Job Profitability On This Task
    • Staff-wise Costing On This Task
    • Time Logs Posted Against This Task
    • Outstanding For This Client, From Inside The Job
    • Milestone Progress On This Task
    • Pending Issues On This Task
    • Filing Information Records
    • Audit & Certificate Information
    • Assignment Change Log
    • Team Members Log
    • Messaging Portal Log For This Task
    • Email Log For This Task
    • To-Do Progress On This Task

    Actions you can take from this screen

    • See the client's outstanding from inside the task
    • Email the client from inside the job
    • Message the client from inside the job
    • Contact the right person at the client: owner, accountant or other
    • Attach working papers, and share a link with the client
    • Keep the client's documents against the job
    • Record documents received for this task
    • Record documents sent for this task
    • Add a team to the task: leader, manager and members
    • Schedule a follow-up, appointment or meeting on the job
    • Import a checklist into the job
    • Custom fields
12. 12

    Auto Assignment & Fixed Assignment

    Tasks assign themselves to whoever actually worked on the job, or to a fixed person or role once the task reaches a defined stage.

    What you can do here

    • Work follows whoever actually does it
    • Pin a stage to a role, and the job moves there on arrival
    • Or pin it to a named person, differently in each office
    • And the job goes back where it came from
    • Or stop a job moving at all
    • Whoever picks a job up can end up owning it
13. 13

    Daily Auto Email Reporting

    30 reports in one daily email covering yesterday across the whole office — tasks, timesheet, billing, inward, outward and auto follow-ups.

    Reports from this screenAll 30 from this screen →

    • Tasks Created Yesterday
    • Tasks Completed Yesterday
    • Tasks Deleted Yesterday
    • Tasks Due Today
    • Partially Completed Tasks, By Stage
    • Pending Issues Raised Yesterday
    • Pending Issues Cleared Yesterday
    • Pending Issues Deleted Yesterday
    • Pending Issues Due Today
    • Follow-ups Scheduled For Today
    • Timesheet Summary: Short Or Excess Hours
    • Detailed Time Logs By Staff
    • Staff Who Posted No Timesheet At All
    • Digital Signatures That Expired Yesterday
    • Digital Signatures Expiring Within 7 Days
    • Leave Applied For
    • Leave Approved
    • Leave Cancelled Or Rejected
    • Staff On Leave Today
    • Expenses Submitted
    • Expenses Approved Or Rejected
    • Disbursements Submitted
    • Disbursements Approved Or Rejected
    • Documents Received Yesterday
    • Documents Given Out Yesterday
    • Invoices Raised Yesterday
    • Receipts Entered Yesterday
    • Service Estimates Created Yesterday
    • Emails Sent Yesterday
    • Birthdays In The Organisation Today

    Actions you can take from this screen

    • Emailed early every morning, automatically
    • Superadmins and admins receive it by default
    • A separate report per office
    • Sent as a PDF with full details
14. 14

    GST Return Status Checker From GSTN Portal

    Optionally allow a GST task to close only after the return is actually filed on GSTN, with a detailed status report and client details auto-filled at creation.

15. 15

    Notification System

    10+ events send a notification — task allocation, comments posted, a change in assignment, and more.

    Reports from this screenSee them in the catalogue →

    • My Notification Feed
    • Notifications Filtered By Kind

    Actions you can take from this screen

    • The same alert reaches three places at once
    • It tells you why you are being told
    • Some of it is the system telling on itself
    • Both ends of the exchange are told
    • Every approval, applied for and answered
    • When work changes hands on its own, both people hear about it
    • Work allocated, comments posted, appointments, and more besides