The Works Summary view details the current status of the work and all information related to the tax work for the client account. Documents associated with the account and work are available as well and can be quickly added or edited. The current status of the work can be updated quickly from this view.
- Use the breadcrumbs in the Work Area header to track the account being worked on and the current status.
- Work Area Summary Header - summarises your current work for the account.
- Work Area Summary Menu - provides a bookmark to quickly access further work panels or windows.
- Work Area - your main area of work comprising several panels or windows.
Work Area Summary Header
- Tax Works Summary - key details about the account and the work including the tax year and the current status.
- [Actions] - quick access to Client Opt-in and portal access; create new Contact Logs and DocuSign forms, viewing and sending invoices.
- [Edit] button - quickly open the Edit view for the accounts tax work.
Work Area Summary Menu
- Tax Works Summary Menu - shortcuts to the relevant area of interest within the work area. Detailed explanation provided in the table and via the links below.
| Bookmark | Description |
|---|---|
|
Work Flows |
Workflow panel for tracking and visibility |
| Details | Account details relevant to the tax works |
| Client | Client account details including visibility of the History using the filters, access to shortcuts to edit the account, configure client codes and unsubscribe options etc. |
| Activity Logs | View Activity Logs relevant to the current work views contact logs and status changes relating to this work. |
| Opportunities | Opportunities created as a result of the current work, view, create, edit,lete |
| Work Allocation | Create and edit work allocations for the tax work |
| Disbursements | Create a disbursement entry for the client. Select the type from the drop down list. |
| Contacts | Lists Contacts linked to the current tax work for the client. Allows tracking of all relevant people involved with the current tax work |
|
Documents |
Lists attached documents with search and filter options |
| Notes | Add any personal notes to the current work, notes are timestamped for compliance reasons. |
- Current Status and last update and by whom.
- Indicates appointments set and click to create new appointment.
- [Change Status] - click to open a drop down list which depending on work done can be used to advance the work.
- Details - Summary View - overview of the current work and status.
- Click [Edit] - opens to the Edit View Details tab.
- Client information
- History window - use the filter buttons to quickly review the clients interaction with the business
- Click [Edit] - opens to the Edit view at the Client tab.
- View Activity Logs relevant to the current work, view contact logs and status changes relating to this work.
- [Edit] - opens the Edit View at the Contact Logs tab.
- [Create New] - click to create a new appointment related to the current work.
- Opportunities - lists opportunities created as a result of the current work.
- [Edit] - opens the Edit View at the Opportunities tab.
- Click on date/time entry to open the Opportunity Summary View and the pen icon to open the Opportunity Edit View.
- Work Allocation can be used to managed and track work for the client account that is shared between more than one employee or partner.
- [Edit] - opens the Edit View at the Works Allocation tab.
- Disbursements can be used to add expenses attributable to the clients account such as legal or third party advice fees.
- [Edit] - opens the Edit View at the Disbursements tab.
- With tax work associated with the account there may be third parties who will be involved in the preparation of the tax work for the client account. The Contacts section allows for their details to be recorded in one place and to be associated with the work.
- [Edit] - opens the Edit View at the Contacts tab.
To add documents to the work there are four options:-
- [Attach Document(s) from DMS] - to open a new window to browse the DMS.
- [Select files] to open a new file browser window to add external documents to to the work of the account. Or...
- Drag and drop into the marked box or...
- Click on [External Upload Setup - Status: Disabled] - to open the External Upload Setup window. Note that a Red icon indicates the link is disabled. Green icon indicates the link is enabled. See DMS External Upload
To search within the attached documents:-
- Search the DMS - enter at least 3 characters and filter using tags to locate your files and attach to the work for the account.
- Filter using tags that have been added to the document attached to the work for the account
- [Filter by Externally Uploaded Documents] - to search within documents that have been attached by the client.
- [Search] and [Clear Search] - to search and clear the search criteria, text and tags.
- Sort filtered results by file name or upload date.
- Notes - add any notes to the work. Notes are timestamped for compliance and tracking.
- [Edit] - opens the Edit View at the Details tab.
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