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

6 Apr – 12 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

Task

All tasks

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Every role

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

6 Apr – 12 Apr · 75.0 h · 71.5 h billable · 33 entries

FiltersEmployee: Everyone

Client	Project	Day	Coded to	Task	Billing	Hours
Beckett Family FoundationOpen task	FY2025 foundation audit	6 Apr	Staff	Investment income and fair valueInvestment income and fair value	Billable	4.5
Brighton Dental PartnersOpen task	FY2025 401(k) plan audit	6 Apr	Staff	ContributionsContributions	Billable	3.5
Marisol and Dean Hartley	2025 individual return	6 Apr	Preparer	No taskSchedule E rental detail	Billable	2.0
Rowan Street BakeryOpen task	Q1 2026 close and filings	6 Apr	Accountant	Transaction codingTransaction coding	Billable	3.0
Trellis AcademyOpen task	FY2025 school audit	6 Apr	Senior manager	Time-and-effort certificationsTime-and-effort certifications	Billable	2.5
Trellis AcademyOpen task	FY2025 school audit	6 Apr	Staff	Federal award testing · Title ITitle I expenditure testing	Billable	4.0
Wexford Diocese Schools	FY2025 agreed-upon procedures	6 Apr	Senior manager	No taskProcedures read back against the engagement letter	Billable	1.5
Beckett Family FoundationOpen task	FY2025 foundation audit	7 Apr	Staff	Grants made and approvalsGrants made and approvals	Billable	4.0
Brighton Dental PartnersOpen task	FY2025 401(k) plan audit	7 Apr	Senior	Participant data testingParticipant data testing	Billable	2.5
Brighton Dental Partners	FY2025 401(k) plan audit	7 Apr	Senior manager	No taskFieldwork check-in with the senior	Billable	1.0
Marisol and Dean Hartley	2025 individual return	7 Apr	Preparer	No taskReturn assembled for review	Billable	1.0
Rowan Street BakeryOpen task	Q1 2026 close and filings	7 Apr	Senior accountant	Payroll journalPayroll journal review	Billable	1.0
SST — internalno project · the row shows this client's hours	No project	7 Apr	—	No taskOne-on-one with the supervisor	Non-billable	0.5
Trellis AcademyOpen task	FY2025 school audit	7 Apr	Senior manager	Time-and-effort certificationsTime-and-effort certifications	Billable	2.0
Trellis AcademyOpen task	FY2025 school audit	7 Apr	Staff	Enrolment and attendance recordsEnrolment records	Billable	5.5
Wexford Diocese SchoolsOpen task	FY2025 agreed-upon procedures	7 Apr	Senior manager	Draft the procedures and findingsFindings drafted school by school	Billable	3.0
Beckett Family FoundationOpen task	FY2025 foundation audit	8 Apr	Staff	Grants made and approvalsGrants made and approvals	Billable	3.0
Beckett Family Foundation	FY2025 foundation audit	8 Apr	Senior manager	No taskGrant approval exceptions with the staff	Billable	1.0
Brighton Dental PartnersOpen task	FY2025 401(k) plan audit	8 Apr	Senior	Investments and fair valueInvestments and fair value	Billable	3.0
Brighton Dental PartnersOpen task	FY2025 401(k) plan audit	8 Apr	Staff	DistributionsDistributions	Billable	2.0
Marisol and Dean Hartley	2025 individual return	8 Apr	Senior manager	No taskDetail review · federal	Billable	2.0
Rowan Street BakeryOpen task	Q1 2026 close and filings	8 Apr	Senior accountant	Month-end entries and closeMonth-end entries	Billable	2.5
SST — internalno project · the row shows this client's hours	No project	8 Apr	—	No taskFirm-wide staff meeting	Non-billable	1.0
Trellis Academy	FY2025 school audit	8 Apr	Senior manager	No taskFieldwork status with the business manager	Billable	1.5
Trellis AcademyOpen task	FY2025 school audit	8 Apr	Staff	Federal award testing · Title ITitle I expenditure testing	Billable	5.0
Wexford Diocese SchoolsOpen task	FY2025 agreed-upon procedures	8 Apr	Senior manager	Draft the procedures and findingsFindings drafted school by school	Billable	2.5
Beckett Family FoundationOpen task	FY2025 foundation audit	9 Apr	Staff	Investment income and fair valueInvestment income and fair value	Billable	2.5
Brighton Dental Partners	FY2025 401(k) plan audit	9 Apr	Administration	No taskConfirmation letters out	Non-billable	0.5
Marisol and Dean Hartley	2025 individual return	9 Apr	Senior manager	No taskDetail review · both states	Billable	1.5
Rowan Street Bakery	Q1 2026 close and filings	9 Apr	Supervisor	No taskOpen items with the senior	Billable	1.0
Rowan Street BakeryOpen task	Q1 2026 close and filings	9 Apr	Administration	Sales and use tax return · MarchSales tax working papers	Non-billable	1.0
Trellis AcademyOpen task	FY2025 school audit	9 Apr	Staff	Enrolment and attendance recordsEnrolment records	Billable	3.0
Wexford Diocese Schools	FY2025 agreed-upon procedures	9 Apr	Administration	No taskBound report stock ordered for four schools	Non-billable	0.5