Work, Staff & Office Management

Detailed Service Information

13 reports come off this one screen, and 12 things you can do from inside it without opening another. Every one is named below, with what it actually answers — so you can tell before a demo whether this is the screen you have been doing by hand.

Reports
13
Actions
12
Module
Work, Staff & Office Management

Reports from this screen13 reports

  1. Job Profitability On This Task

    Agreed fee against the cost of the hours actually worked, and whether this tax audit made money, lost it or broke even — on the job screen, while the job is still open and something can still be done about it.

    Cut byAgreed fees / billable amountBillable hours costingProfit, loss or breakeven

  2. Staff-wise Costing On This Task

    Each person who touched the job, their recovery rate per hour, the billable hours they posted and what those hours cost. A GSTR 9C done by a partner and one done by an article are not the same job economically.

    Cut byStaff nameRecovery rate per hourTotal billable hoursBillable hours costing

  3. Time Logs Posted Against This Task

    Every timesheet entry on the job — date posted, account code, billable and non-billable hours with the comment for each, and the recovery rate applied.

  4. Outstanding For This Client, From Inside The Job

    Open the client's whole outstanding position without leaving the tax audit you are working on — so the person about to release a return knows what the client owes before they release it.

  5. Milestone Progress On This Task

    All thirteen stages of the tax audit in order — receiving information from the client, completion of accounting, vouching and verification, preparation of 3CB and 3CD, computation checking, uploading and filing the return — each stamped with the date and the person who cleared it.

  6. Pending Issues On This Task

    What is blocking this particular job, by the label the firm defined — bank statements pending, Aadhaar information pending, digital signature pending.

  7. Filing Information Records

    The filing record for the return, kept against the job that produced it rather than in a separate register.

  8. Audit & Certificate Information

    Audit and certificate particulars recorded on the job itself, for the services where the certificate is the deliverable.

  9. Assignment Change Log

    Every reassignment this job has been through — from whom, to whom, by whom, in which role, and whether a person did it or auto-assignment did. A job that has moved four times is a job with a problem.

    Cut byFromToByRoleActivity

  10. Team Members Log

    Who was added to the job team and who removed them.

  11. Messaging Portal Log For This Task

    Every message sent through the Messaging Portal about this job — when, by which staff member, from which number, to which number.

  12. Email Log For This Task

    Every email sent about this job, with sender, recipients, cc, subject and the attachments that went with it — downloadable months later when a client says they were never told.

  13. To-Do Progress On This Task

    The job's own checklist, filtered to all, pending or completed.

Actions you can take from this screen12 actions

  1. See the client's outstanding from inside the task

    The job header carries file number, client, group, financial year, period, milestone group and assigned user — and the client's outstanding balance and billed status alongside them. Nobody has to go and look.

  2. Email the client from inside the job

    Compose from the job itself with a saved template, choose which address the reply comes back to, pick recipients from the client's own contacts, attach up to 20MB — and it lands in this job's email log rather than in somebody's sent items.

  3. Message the client from inside the job

    Pull the right numbers from the client's contact roles straight into a Messaging Portal message, for the clients who never open email.

  4. Contact the right person at the client: owner, accountant or other

    Contacts are held by role — primary owner, secondary owner, accountant, other contact person — each with two numbers and two email addresses, so a query about the books goes to the accountant and a query about signing goes to the owner.

  5. Attach working papers, and share a link with the client

    Upload up to 30MB per file across the usual working formats, link it to the job, and share a link with the client rather than emailing the file around.

  6. Keep the client's documents against the job

    Documents linked to this job with title, who linked them and when.

  7. Record documents received for this task

    Record what arrived, how it was received, the nature of the documents and whether it has been returned — attached to the tax audit it belongs to rather than to a general register.

  8. Record documents sent for this task

    What left the office, by which mode, whether the originals went, whether they are returnable and whether they have come back.

  9. Add a team to the task: leader, manager and members

    Primary assigned user, task leader, task manager and any number of team members — the same four-role structure every workload report reads from.

  10. Schedule a follow-up, appointment or meeting on the job

    With the person, contact number, date, who it is assigned to, a remark, completion status and a join link for the meeting.

  11. Import a checklist into the job

    Bring a standard to-do list in rather than retyping the same twelve steps on every tax audit.

  12. Custom fields

    PAN, Aadhaar and GSTN sit on the job beside address, phone and email, with additional fields and client notes for whatever the firm needs that MyTask did not think of.

Where to go next

Other screens in Work, Staff & Office Management with reports of their own:

See this screen on a demoPricing