4 results found
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Include a report that will track the number of tax returns prepared.
Include a report that will track the number of tax returns prepared. Specifically, including when the documents have been received from the client and when the return was completed and filed.
17 votes -
New Report that Shows Task & Time Percentages
Creating a new report like the "team Member Productivity showing:
Hours Work/ Budget
Total Task/Total Completed Task.That allows our firm to track better the work of my team members.
12 votes -
Ageing Reports
Ability to run aging reports for the company but also for each employee. This would include Tasks and subtasks.
7 votes -
More Detailed Productivity Reports for Subtasks
Please add have a report that can be downloaded that compares actual vs. budget time with a variance column per sub-task for more clarity about the Productivity
4 votes
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