To access the accountancy reports in the system , click Reports-> Accountancy from the menu.
Select the required report from the drop down list.
The available reports are as follows:
Accountancy Job Reports:
These reports show details regarding the several different accountancy jobs by various different parameters. In order for businesses to appear in the accountancy reports they must have the following criteria as standard, see the example below for the Accounts and Business Tax in Progress Report:
Accounts and Business Tax in Progress
Lists accounts and business jobs that in progress.
Parameters
None
Columns Displayed
- Business Ref
- Client Name
- Period End
- Work Started Date
- Responsible Operator
- Progress %
- First Draft Date
- To Review Date
Selection Criteria
- Business has Accounts and Business Tax service enabled
- Business status is set to customer or ceasing
- Jobs work started field is set
- Approval Copy Sent field is not set
Job Check Reports:
These reports show a list of businesses or people that have the specified service ticked against their record and which fields need to be filled in in order for that specific job to trigger automatically. See the example below of what the Job Check Bookkeeping report displays and what is needed for a business to appear in it.
Job Check Bookkeeping
Lists business that have the bookkeeping service ticked and what they need to have filled in, in order for the bookkeeping job to trigger automatically for them
Parameters
None
Columns Displayed
- Client Name
- Responsible Operator
- Bookkeeping Interval
- VAT Registration
- Returns End
- Company Type
Selection Criteria
- Business has Bookkeeping service enabled
- Business status is set to customer or ceasing
If you require another Accountancy based report that isn’t already in HQ please contact Selestial and we would be happy to produce it at a small cost.
