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How do other members keep track of ongoing work?

How do other members keep track of ongoing work? Ensuring that work is getting done efficiently

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How do other members keep track of ongoing work?

I have looked at various pieices of software - Accountancy Manager, Senta etc.

I'm curious of any other options out there.  Or any simple solutions which help with tracking work in a busy accountancy office.

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28th May 2019 17:42

You cannot beat a good old fashioned paper & pen to do list (other than that, as PNL has said before, clients are normally quite helpful in reminding you when something is urgent).

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29th May 2019 03:55

I use AM for compliance deadlines, (although updates have slowed up since Christmas and it is quite slow to load).

For other tasks I use Trello. It's a neat but of software for making lists. I have it set up so that whenever I flag an email, that email is added to my "to do" list.

Works well for me.

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to Manchester_man
29th May 2019 06:57

Thanks. How many clients do you have on Trello?

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29th May 2019 08:22

Senta & Asana

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to cinnamint
29th May 2019 08:35

Thanks. Why both?

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to nmprobinson
30th May 2019 08:02

I've used the free version of Asana for years to track tasks and recurring jobs, it's excellent. I've been using Senta for about a year now & running it alongside Asana, great for compliance deadlines & reminders, I find the electronic signing really useful and my clients upload documents to the portal. I also have a pen & paper to do list! and Todoist!! Can't have enough lists haha.

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to cinnamint
29th May 2019 09:31

Hi, I like the look of Asana and hear that white a few other accountants use it. It was the fact that you have to pay for 5 users that put me off. I know there is the free option, but most of the decent features are not available.

It looks like it could be quite a powerful system though.

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29th May 2019 12:58

Glide - we find it really useful

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30th May 2019 10:54

We built our own software.

We wanted something that would enable us to track workflows; manage clients' records; and monitor/ manage submission deadlines (accounts, CT returns and conf statements), and have all staff able to access and update the system; all in one place.

We have 25 staff, two office locations, and couldn't find anything suitable so made our own.

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to fishfishyfishfish
30th May 2019 11:10

Thanks. Is it just available for you or do you sell this?

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30th May 2019 11:18

If you're keen on trying something that doesn't get in the way and doesn't require configuration to get started, take a look into www.usepixie.com. Drop me a line in the chat if you'd prefer to have a quick demo.

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31st May 2019 10:05

hi
we use IRIS Practice Management alongside all the other IRIS modules. It keeps track of deadlines; gives each staff member jobs and tasks; recurring jobs pop up automatically at period end. Its not cheap and a pain to set up - I wish we had done it earlier when we had fewer clients - but I wouldn't change.

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31st May 2019 10:45

We have used many systems starting with pens and paer, then excel. We tried and used Digita but found it very odd to use. Although the merging off addresses and data into word documents is very good.

We now use SEnta. THis is a great piece of software with super support. It takes time to set up and allows continual improvement

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By marks
01st Jun 2019 03:01

We use Glide to monitor the workflow of jobs (we have spent quite a bit of time configuring how we want it and we probably have some more tweaks to introduce) and we use it for

1. Sending automatic texts and emails to request info from clients
2. Set recurring jobs that trigger at the appropriate time eg VAT returns
3. We have a number of different job types and stages within jobs. For example for accounts we have 33 different stages (just looking the now I can see there are 7 jobs sitting with me to be reviewed according to Glide that I can view online at 2.45am). However we also have a 5 point overall view showing (not in, books in but not started, WIP, review stage, completion stage)
4. All staff can see what jobs are with them at any point in time.
5. We have recently introduced the scheduler where our office manager schedules out jobs to be done over the next 4 - 6 weeks so we can see what people will be working on over the next 4 -6 weeks.
6. When job comes in we have triggers of when draft accounts are to be with client (6 weeks later) so we can see what jobs need to be dealt with first

We also use Inform Direct for company secretarial work but also use it as a quick snap shot of what needs to be dealt with from a CH filing of accounts and Confirmation statement over the next 3 months.

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