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.

View

List Board Calendar

Group by

Day

Day None Client Project Employee Role Billing Status

Sort

Day

Day Client Employee Hours

Employee

Everyone

Week

Every week

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

Coded to

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

Every week · 262.0 h · 252.5 h billable · 107 entries

FiltersEmployee: Everyone Week: Every week

Client	Project	Day	Coded to	Task	Billing	Hours
Tuesday 3 February1 item
Rowan Street BakeryOpen task	Q1 2026 close and filings	3 Feb	Accountant	Bank reconciliationsBank reconciliations · week 1	Billable	2.0
Friday 6 February1 item
Rowan Street BakeryOpen task	Q1 2026 close and filings	6 Feb	Accountant	Bank reconciliationsBank reconciliations · week 2	Billable	1.5
Monday 9 February1 item
Rowan Street BakeryOpen task	Q1 2026 close and filings	9 Feb	Accountant	Transaction codingTransaction coding	Billable	3.0
Tuesday 10 February1 item
Rowan Street BakeryOpen task	Q1 2026 close and filings	10 Feb	Accountant	Payroll journalPayroll journal	Billable	1.5
Wednesday 11 February1 item
Rowan Street BakeryOpen task	Q1 2026 close and filings	11 Feb	Senior accountant	Month-end entries and closeMonth-end entries	Billable	2.5
Thursday 12 February2 items
Rowan Street BakeryOpen task	Q1 2026 close and filings	12 Feb	Senior accountant	Financials to the clientClose review and financials	Billable	2.0
Rowan Street Bakery	Q1 2026 close and filings	12 Feb	Administration	No taskFinancials packaged and sent	Non-billable	0.5
Monday 16 February1 item
Trellis AcademyOpen task	FY2025 school audit	16 Feb	Senior manager	Uniform Guidance risk assessmentUniform Guidance risk assessment	Billable	3.0
Wednesday 18 February1 item
Trellis AcademyOpen task	FY2025 school audit	18 Feb	Senior manager	Uniform Guidance risk assessmentUniform Guidance risk assessment	Billable	2.5
Friday 20 February1 item
Trellis Academy	FY2025 school audit	20 Feb	Senior	No taskPrior-year reporting package read	Billable	2.0
Tuesday 24 February1 item
Trellis AcademyOpen task	FY2025 school audit	24 Feb	Partner	Major program determinationMajor program determination	Billable	1.5
Wednesday 25 February1 item
Trellis AcademyOpen task	FY2025 school audit	25 Feb	Senior manager	Major program determinationMajor program determination	Billable	1.5
Friday 27 February1 item
Trellis Academy	FY2025 school audit	27 Feb	Administration	No taskEngagement setup and confirmations	Non-billable	1.0
Monday 2 March2 items
Marisol and Dean Hartley	2025 individual return	2 Mar	Administration	No taskEngagement letter out	Non-billable	0.5
Wexford Diocese Schools	FY2025 agreed-upon procedures	2 Mar	Staff	No taskEngagement letter procedures agreed	Billable	2.0
Tuesday 3 March1 item
Rowan Street BakeryOpen task	Q1 2026 close and filings	3 Mar	Accountant	Bank reconciliationsBank reconciliations · week 1	Billable	2.0
Wednesday 4 March1 item
Marisol and Dean Hartley	2025 individual return	4 Mar	Administration	No taskEngagement letter back and filed	Non-billable	0.5
Thursday 5 March1 item
Wexford Diocese Schools	FY2025 agreed-upon procedures	5 Mar	Partner	No taskProcedures agreed with the finance office	Billable	1.0
Friday 6 March1 item
Rowan Street BakeryOpen task	Q1 2026 close and filings	6 Mar	Accountant	Bank reconciliationsBank reconciliations · week 2	Billable	2.0
Monday 9 March1 item
Marisol and Dean Hartley	2025 individual return	9 Mar	Administration	No taskOrganizer sent to the client	Non-billable	0.5
Tuesday 10 March1 item
Rowan Street BakeryOpen task	Q1 2026 close and filings	10 Mar	Accountant	Transaction codingTransaction coding	Billable	3.5
Wednesday 11 March2 items
Rowan Street BakeryOpen task	Q1 2026 close and filings	11 Mar	Accountant	Payroll journalPayroll journal	Billable	1.5
Wexford Diocese SchoolsOpen task	FY2025 agreed-upon procedures	11 Mar	Staff	Tuition receipts sampleTuition receipts sample	Billable	4.5
Friday 13 March1 item
Rowan Street BakeryOpen task	Q1 2026 close and filings	13 Mar	Senior accountant	Month-end entries and closeMonth-end entries	Billable	3.0
Monday 16 March2 items
Beckett Family FoundationOpen task	FY2025 foundation audit	16 Mar	Senior manager	Prior-year file and board minutesPrior-year file and board minutes	Billable	2.0
Rowan Street BakeryOpen task	Q1 2026 close and filings	16 Mar	Accountant	Month-end entries and closeMerchant account reconciliation · covering while Theo was out	Billable	2.5
Tuesday 17 March2 items
Brighton Dental PartnersOpen task	FY2025 401(k) plan audit	17 Mar	Senior manager	Acceptance and continuanceAcceptance and continuance	Billable	2.0
Rowan Street BakeryOpen task	Q1 2026 close and filings	17 Mar	Supervisor	Financials to the clientClose review with the client	Billable	1.5
Wednesday 18 March5 items
Beckett Family FoundationOpen task	FY2025 foundation audit	18 Mar	Senior manager	Prior-year file and board minutesPrior-year file and board minutes	Billable	1.5
Brighton Dental PartnersOpen task	FY2025 401(k) plan audit	18 Mar	Senior manager	Acceptance and continuanceAcceptance and continuance	Billable	1.5
Marisol and Dean Hartley	2025 individual return	18 Mar	Administration	No taskDocuments logged against the checklist	Non-billable	1.0
Rowan Street Bakery	Q1 2026 close and filings	18 Mar	Administration	No taskFinancials packaged and sent	Non-billable	0.5
Wexford Diocese SchoolsOpen task	FY2025 agreed-upon procedures	18 Mar	Staff	Tuition receipts sampleTuition receipts sample	Billable	5.0
Thursday 19 March2 items
Brighton Dental Partners	FY2025 401(k) plan audit	19 Mar	Senior	No taskPlanning analytics	Billable	3.0
Marisol and Dean Hartley	2025 individual return	19 Mar	Preparer	No taskBank and credit card reconciliations	Billable	2.5
Friday 20 March1 item
Beckett Family Foundation	FY2025 foundation audit	20 Mar	Administration	No taskEngagement setup and confirmations	Non-billable	0.5
Sunday 22 March2 items
Brighton Dental PartnersOpen task	FY2025 401(k) plan audit	22 Mar	Senior manager	Independence confirmationIndependence confirmation	Billable	1.0
Brighton Dental Partners	FY2025 401(k) plan audit	22 Mar	Staff	No taskPrior-year file review	Billable	2.5
Tuesday 24 March2 items
Beckett Family FoundationOpen task	FY2025 foundation audit	24 Mar	Staff	Grants made and approvalsGrants made and approvals	Billable	4.0
Marisol and Dean Hartley	2025 individual return	24 Mar	Preparer	No taskAdjusting journal entries	Billable	2.0
Wednesday 25 March4 items
Brighton Dental PartnersOpen task	FY2025 401(k) plan audit	25 Mar	Partner	Risk identification meetingRisk identification meeting	Billable	1.5
Brighton Dental PartnersOpen task	FY2025 401(k) plan audit	25 Mar	Senior manager	Risk identification meetingRisk identification meeting	Billable	1.5
Brighton Dental PartnersOpen task	FY2025 401(k) plan audit	25 Mar	Senior	Risk identification meetingRisk identification meeting	Billable	1.5
Wexford Diocese SchoolsOpen task	FY2025 agreed-upon procedures	25 Mar	Staff	Fee waiver approvalsFee waiver approvals	Billable	4.0
Thursday 26 March3 items
Beckett Family FoundationOpen task	FY2025 foundation audit	26 Mar	Staff	Grants made and approvalsGrants made and approvals	Billable	5.0
Brighton Dental Partners	FY2025 401(k) plan audit	26 Mar	Administration	No taskEngagement setup and confirmations	Non-billable	1.0
Marisol and Dean Hartley	2025 individual return	26 Mar	Preparer	No taskBrokerage statements · covering while the preparer was out	Billable	1.5
Friday 27 March1 item
Marisol and Dean Hartley	2025 individual return	27 Mar	Preparer	No taskTrial balance agreed	Billable	1.5
Sunday 29 March1 item
Brighton Dental PartnersOpen task	FY2025 401(k) plan audit	29 Mar	Senior	Participant data testingParticipant data testing	Billable	4.0
Monday 30 March4 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
Marisol and Dean Hartley	2025 individual return	30 Mar	Preparer	No taskFederal 1040 prepared	Billable	3.0
Trellis AcademyOpen task	FY2025 school audit	30 Mar	Staff	Federal award testing · Title ITitle I expenditure testing	Billable	5.0
Tuesday 31 March6 items
Beckett Family FoundationOpen task	FY2025 foundation audit	31 Mar	Staff	Investment income and fair valueInvestment income and fair value	Billable	4.0
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
Marisol and Dean Hartley	2025 individual return	31 Mar	Preparer	No taskPA-40 prepared from the federal	Billable	1.5
Rowan Street BakeryOpen task	Q1 2026 close and filings	31 Mar	Accountant	Bank reconciliationsBank reconciliations · week 1	Billable	2.0
Trellis AcademyOpen task	FY2025 school audit	31 Mar	Staff	Federal award testing · Title ITitle I expenditure testing	Billable	6.0
Wednesday 1 April5 items
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
Marisol and Dean Hartley	2025 individual return	1 Apr	Preparer	No taskNJ-1040 prepared from the federal	Billable	1.5
Trellis AcademyOpen task	FY2025 school audit	1 Apr	Staff	Enrolment and attendance recordsEnrolment records	Billable	4.5
Wexford Diocese SchoolsOpen task	FY2025 agreed-upon procedures	1 Apr	Staff	Fee waiver approvalsFee waiver approvals · on site at two schools	Billable	6.0
Thursday 2 April5 items
Beckett Family FoundationOpen task	FY2025 foundation audit	2 Apr	Staff	Grants made and approvalsGrants made and approvals	Billable	3.5
Brighton Dental PartnersOpen task	FY2025 401(k) plan audit	2 Apr	Staff	DistributionsDistributions · covering while Jonah was out	Billable	4.0
Marisol and Dean Hartley	2025 individual return	2 Apr	Senior manager	No taskOpen items with the preparer	Billable	0.5
Trellis AcademyOpen task	FY2025 school audit	2 Apr	Staff	Enrolment and attendance recordsEnrolment records	Billable	5.0
Wexford Diocese SchoolsOpen task	FY2025 agreed-upon procedures	2 Apr	Senior manager	Fee waiver approvalsFee waiver exceptions reviewed with the staff	Billable	1.5
Friday 3 April3 items
Rowan Street BakeryOpen task	Q1 2026 close and filings	3 Apr	Accountant	Bank reconciliationsBank reconciliations · week 2	Billable	1.5
Trellis AcademyOpen task	FY2025 school audit	3 Apr	Senior	Cash and investmentsCash and investments	Billable	3.5
Wexford Diocese Schools	FY2025 agreed-upon procedures	3 Apr	Staff	No taskWorking papers tidied and cross-referenced	Billable	2.0
Sunday 5 April2 items
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
Monday 6 April7 items
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
Tuesday 7 April9 items
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
Wednesday 8 April10 items
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
Thursday 9 April7 items
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