At the moment we track our payroll jobs/clients on a spreadsheet, where we create a workbook for each client for comments on processing payroll. All clients are linked to a master workbook/spreadsheet. So we know what jobs are completed.
The spreadsheet system of tracking jobs is getting to be a bit of a headache at the moment. Multiple users opening same spreadsheet at same time, syncing issues, conflicts etc. Also its not very efficient and too manual. Getting to be a bit of a problem managing more and more clients as the practice grows.
Looking for a solution to tracking payroll jobs, with notes, comments, create a recurring flow etc etc etc.
Current Issue: Also we create customised steps in the spreadsheet for each client. eg wages processed? RTI submission done? New starters? New Leavers? Sent Payroll reports to client? where we tick off each step. Was wondering if we can create a customised workflow process for each client. Mark each process as done and then mark job as complete. Create a recurrance for next time.
Sometimes a client calls, please change my wages from next month to £££. If in someway we can create notes for the current period or next recurring workflow. etc.Multiple staff taking messages from clients, problems communication internally, miscommunication, forget to pass on messages leads to incomplete payroll, mistakes etc.
Looking for a solution to this like a workflow software. Offline or cloud. Where different users can login and put in notes or process the work. Any suggestion appreciated.