Reports
Ten questions about the firm, and where each one is answered.
Work in progressBillable time nobody has invoiced yet, and how long it has been sitting there.Time analysisHours logged in a period, split billable and non-billable, by person, client or engagement.Estimated vs actual hoursWhat each engagement line was estimated at against what has actually been logged.Renewals dueService schedules reaching their review date, and how much notice each renewal wants.DeadlinesEvery open task with a deadline, whoever owns it. What is late, and what lands next.Team capacityWho is over and who is under, day by day, with hours already committed against each person.Timesheet complianceWho has time they have not submitted, how far back it goes, and how quickly weeks are decided.Onboarding outstandingEvidence and confirmations still missing from client onboarding, and how long each has waited.VAT returnsThe VAT workbench: what is due, what is prepared, and what has been filed.AI capture spendTokens and cost for reading documents, per period, and anything the price list could not price.
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