Time

Hours land on a client first, then on the role that prices them. The role the hour is coded to decides whether it can reach an invoice. An entry the system proposed waits for its hours.

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Week

30 Mar – 5 Apr

Every week 30 Mar – 5 Apr 6 Apr – 12 Apr 13 Apr – 19 Apr

Client

All clients

All clients Brighton Dental Partners Marisol and Dean Hartley Rowan Street Bakery Trellis Academy Wexford Diocese Schools Beckett Family Foundation SST — internal

Project

All projects

All projects Beckett Family Foundation · FY2025 foundation audit Brighton Dental Partners · FY2025 401(k) plan audit Marisol and Dean Hartley · 2025 individual return Rowan Street Bakery · Q1 2026 close and filings Trellis Academy · FY2025 school audit Wexford Diocese Schools · FY2025 agreed-upon procedures

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Every role Partner · audit Tech review · audit Senior manager · audit Senior · audit Staff · audit Primary partner · tax Quality review · tax Senior manager · tax Bill manager · tax Preparer · tax Partner · cas Advisory · cas Supervisor · cas Senior accountant · cas Accountant · cas Administration

Billing

Billable and not

Billable and not Billable Non-billable

30 Mar – 5 Apr · 87.0 h · 87.0 h billable · 25 entries

FiltersEmployee: Everyone Week: 30 Mar – 5 Apr

Client	Project	Day	Coded to	Task	Billing	Hours
Beckett Family Foundation2 items
Beckett Family FoundationOpen task	FY2025 foundation audit	31 Mar	Staff	Investment income and fair valueInvestment income and fair value	Billable	4.0
Beckett Family FoundationOpen task	FY2025 foundation audit	2 Apr	Staff	Grants made and approvalsGrants made and approvals	Billable	3.5
Brighton Dental Partners9 items
Brighton Dental PartnersOpen task	FY2025 401(k) plan audit	30 Mar	Senior	Participant data testingParticipant data testing	Billable	3.5
Brighton Dental PartnersOpen task	FY2025 401(k) plan audit	30 Mar	Staff	ContributionsContributions	Billable	6.0
Brighton Dental PartnersOpen task	FY2025 401(k) plan audit	31 Mar	Staff	ContributionsContributions	Billable	5.5
Brighton Dental PartnersOpen task	FY2025 401(k) plan audit	31 Mar	Staff	ContributionsContributions · covering while Jonah was out	Billable	3.0
Brighton Dental PartnersOpen task	FY2025 401(k) plan audit	1 Apr	Senior	Investments and fair valueInvestments and fair value	Billable	2.0
Brighton Dental PartnersOpen task	FY2025 401(k) plan audit	1 Apr	Staff	DistributionsDistributions	Billable	4.0
Brighton Dental PartnersOpen task	FY2025 401(k) plan audit	2 Apr	Staff	DistributionsDistributions · covering while Jonah was out	Billable	4.0
Brighton Dental PartnersOpen task	FY2025 401(k) plan audit	5 Apr	Senior	Investments and fair valueInvestments and fair value	Billable	3.0
Brighton Dental PartnersOpen task	FY2025 401(k) plan audit	5 Apr	Staff	DistributionsDistributions	Billable	5.0
Marisol and Dean Hartley4 items
Marisol and Dean Hartley	2025 individual return	30 Mar	Preparer	No taskFederal 1040 prepared	Billable	3.0
Marisol and Dean Hartley	2025 individual return	31 Mar	Preparer	No taskPA-40 prepared from the federal	Billable	1.5
Marisol and Dean Hartley	2025 individual return	1 Apr	Preparer	No taskNJ-1040 prepared from the federal	Billable	1.5
Marisol and Dean Hartley	2025 individual return	2 Apr	Senior manager	No taskOpen items with the preparer	Billable	0.5
Rowan Street Bakery2 items
Rowan Street BakeryOpen task	Q1 2026 close and filings	31 Mar	Accountant	Bank reconciliationsBank reconciliations · week 1	Billable	2.0
Rowan Street BakeryOpen task	Q1 2026 close and filings	3 Apr	Accountant	Bank reconciliationsBank reconciliations · week 2	Billable	1.5
Trellis Academy5 items
Trellis AcademyOpen task	FY2025 school audit	30 Mar	Staff	Federal award testing · Title ITitle I expenditure testing	Billable	5.0
Trellis AcademyOpen task	FY2025 school audit	31 Mar	Staff	Federal award testing · Title ITitle I expenditure testing	Billable	6.0
Trellis AcademyOpen task	FY2025 school audit	1 Apr	Staff	Enrolment and attendance recordsEnrolment records	Billable	4.5
Trellis AcademyOpen task	FY2025 school audit	2 Apr	Staff	Enrolment and attendance recordsEnrolment records	Billable	5.0
Trellis AcademyOpen task	FY2025 school audit	3 Apr	Senior	Cash and investmentsCash and investments	Billable	3.5
Wexford Diocese Schools3 items
Wexford Diocese SchoolsOpen task	FY2025 agreed-upon procedures	1 Apr	Staff	Fee waiver approvalsFee waiver approvals · on site at two schools	Billable	6.0
Wexford Diocese SchoolsOpen task	FY2025 agreed-upon procedures	2 Apr	Senior manager	Fee waiver approvalsFee waiver exceptions reviewed with the staff	Billable	1.5
Wexford Diocese Schools	FY2025 agreed-upon procedures	3 Apr	Staff	No taskWorking papers tidied and cross-referenced	Billable	2.0