19 May 2012

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HomeHomeTools and Resou...Tools and Resou...Online Practice...Online Practice...Quick setup of tasks and deadlines for clientsQuick setup of tasks and deadlines for clients
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15/07/2009 10:24
 

In addition to the recurring tasks/deadline functionality I mentioned earlier, we'd also look to add a near instant way to add typical tasks you might perform for clients.

These would be set as recurring where needed, and in the way expected and probably with a single reminder setup as done with the usual task creation.  Tasks can then be edited with the most recent task of a particular type being used as the master.

Tasks would include:

  • Periodic Payroll
  • Annual Payroll (both for P14/P35/P38 and for P60s)
  • Bookkeeping
  • Management Accounts (monthly/quarterly)
  • VAT Returns (monthly/quarterly)
  • Annual Budget
  • Statutory Accounts

Would you need or expect others as a standard quick setup of tasks and deadlines?


David Toohey
The Accountants Circle
 
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15/07/2009 15:31
 

I know I've been a bit quiet on this one but only got around to making use of it this week.

The input of clients can be a bit slow 1 by 1, but I guess it's ok to do that once the bulk are there or just if testing or using for some.  I did add a small bunch of mine using the import you added last week and it worked really well.

The same goes for tasks and this really would make it more friendly as it would be too much work to add every single task each time.  Maybe that's ok for larger practices to manage and monitor jobs but I'd mostly use it to watch deadlines and what's to be done.

This sounds great and like it will be a lot more useful.  I think you mentioned in an email that it would be on adding clients?  As I've imported mine, will it be possible to have this as a function to use for existing clients?

That would make it much easier for me and I think others too.

Cheers

Keith

 
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08/07/2011 05:11
 

thanks for the info

prostate toys

 
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