The whole job, on one screen.
One client, one year, every lead schedule in a single list. What is done, what is in progress, what has not been touched. Two live charts tell you where the job stands and what is still outstanding, and every row is a door straight into the working paper.
Demo Company · 01 April 2024 to 31 March 2025 · 12 lead schedules
The list is the job.
Twelve lead schedules for this client, from Tangible Assets to Interest receivable. Each carries its status, its schedule reference, the actions attached to it, and who reviewed it. No hunting through folders. The whole file is the list you are looking at.
- ✓Standard statutory references: 118 Tangible Assets, 122 Debtors, 1221 Turnover, 1339 Administrative expenses and the rest.
- ✓Sort by Schedule Ref. or Lead Schedules. Click a header and the whole list reorders.
- ✓Every row shows its actions (query, review point, note, attachment) and the reviewer.
click any row to open what is attached to it.
| Status | Schedule Ref. ▲ | Lead Schedules ⇅ | Action | By |
|---|
Change a status, watch the chart move.
Every lead schedule is Not Started, In Progress, or Completed. The Task Report donut on the right is not a picture you update later. It is the live sum of the twelve rows. Mark one complete and the percentages recompute in front of you.
- ✓Three states, one dot per row. The donut is always the current truth of the job.
- ✓Ten not started, one in progress, one complete reads as 83.3% / 8.33% / 8.33%. One twelfth is 8.33%.
- ✓Move to a half-done job and it reads 50.0% / 50.0%. The maths is just the rows.
no separate status report to keep in sync. this is it.
Total Task
Every row is a door.
A lead schedule is never just a status. Behind each one sit its queries, its review points, its notes and its attachments. From the dashboard you open the row and go straight to them. No navigating away to three other screens to find what a line is waiting on.
- ✓Queries, review points, notes and attachments, all attached to the schedule.
- ✓Open Debtors and see exactly what is unresolved on it before you touch the file.
- ✓Navigate directly from the dashboard into the working paper itself.
the dashboard is not a summary of the job. it is the way in.
| Status | Ref. | Lead Schedule | Action |
|---|
What is still open, at a glance.
Two more donuts sit under the task report: one for queries, one for review points, each split into resolved and unresolved. It is the answer to the only question a partner really asks before signing: what is still outstanding on this job?
- ✓Separate charts for Queries and Review Points, each Resolved versus Unresolved.
- ✓A 50 / 50 split says half are still open. The colour tells you before the number does.
- ✓Clear the last unresolved item and the ring goes whole. That is the job ready to review.
resolve items and watch the unresolved slice shrink to nothing.
Review Points
Queries
Sort it the way the question is asked.
A partner asks "what is not done yet?". A junior asks "where is Turnover?". The same list answers both. Sort by reference, sort by name, filter to one status. The dashboard reshapes to the question rather than making you read every row.
- ✓Sort ascending or descending on Schedule Ref. or Lead Schedule name.
- ✓Filter to Not Started and the list becomes the to-do list for the job.
- ✓Filter and the count updates, so you always know how many are left.
the same twelve rows, arranged for whoever is asking.
| Schedule Ref. ▲ | Lead Schedules ⇅ | Status |
|---|
Always clear whose job this is.
The dashboard is pinned to a client and a period. Demo Company, year ended 31 March 2025. There is never a doubt about which file you are in or which year you are signing off. Change the client, and the whole board, every schedule and both charts, moves with it.
- ✓The client and year sit at the top of every screen. No guessing which file is open.
- ✓The twelve schedules, the statuses, the charts: all scoped to this client and year.
- ✓It rolls up into the Firm Dashboard, where every client's job sits side by side.
one job, fully in view. then the next.
The status is never stale.
A dashboard you update by hand is out of date the moment you close it. Here the charts are computed from the rows themselves, so the picture is always the job as it actually stands, not as someone remembered to record it.
Two donuts, one question.
Task Report says how far along the work is. Queries and Review Points say what is still open. Together they answer the only thing a partner needs before signing: is this job actually finished, or does it just look finished.
Every row is the way in.
The dashboard is not a read-only summary. Click a lead schedule and you are inside its queries, notes and attachments. It is the cover of the file and the doorway into every page of it at the same time.
The cover of the file, wired to every page.
Everything on the dashboard is a shortcut into a screen another page has shown you.
Straight answers.
See your own job on one screen.
Open the live demo, mark a lead schedule complete, and watch the Task Report recompute. Resolve a query and watch the unresolved slice shrink. That is the dashboard, in about ninety seconds.