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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Day None Client Project Employee Role Billing Status

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Day Client Employee Hours

Employee

Avery Morgan

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

All tasks 990-PF filing package · Beckett Family Foundation · FY2025 foundation audit Acceptance and continuance · Brighton Dental Partners · FY2025 401(k) plan audit Agree the findings with the school offices · Wexford Diocese Schools · FY2025 agreed-upon procedures Bank reconciliations · Rowan Street Bakery · Q1 2026 close and filings Bank reconciliations · Rowan Street Bakery · Q1 2026 close and filings Bank reconciliations · Rowan Street Bakery · Q1 2026 close and filings Board communication draft · Beckett Family Foundation · FY2025 foundation audit Bound report package to the diocese · Wexford Diocese Schools · FY2025 agreed-upon procedures Cash and investments · Trellis Academy · FY2025 school audit Contributions · Brighton Dental Partners · FY2025 401(k) plan audit Data collection form package · Trellis Academy · FY2025 school audit Distributions · Brighton Dental Partners · FY2025 401(k) plan audit Draft the procedures and findings · Wexford Diocese Schools · FY2025 agreed-upon procedures Enrolment and attendance records · Trellis Academy · FY2025 school audit Excise tax computation · Beckett Family Foundation · FY2025 foundation audit Federal award testing · Title I · Trellis Academy · FY2025 school audit Fee waiver approvals · Wexford Diocese Schools · FY2025 agreed-upon procedures Financials to the client · Rowan Street Bakery · Q1 2026 close and filings Financials to the client · Rowan Street Bakery · Q1 2026 close and filings Financials to the client · Rowan Street Bakery · Q1 2026 close and filings Form 5500 filing package · Brighton Dental Partners · FY2025 401(k) plan audit Form 941 working papers · Rowan Street Bakery · Q1 2026 close and filings Grants made and approvals · Beckett Family Foundation · FY2025 foundation audit Independence confirmation · Brighton Dental Partners · FY2025 401(k) plan audit Investment income and fair value · Beckett Family Foundation · FY2025 foundation audit Investments and fair value · Brighton Dental Partners · FY2025 401(k) plan audit Major program determination · Trellis Academy · FY2025 school audit Management representation letter · Brighton Dental Partners · FY2025 401(k) plan audit Minimum distribution requirement · Beckett Family Foundation · FY2025 foundation audit Month-end entries and close · Rowan Street Bakery · Q1 2026 close and filings Month-end entries and close · Rowan Street Bakery · Q1 2026 close and filings Month-end entries and close · Rowan Street Bakery · Q1 2026 close and filings Notes to the financial statements · Brighton Dental Partners · FY2025 401(k) plan audit Participant data testing · Brighton Dental Partners · FY2025 401(k) plan audit Payroll journal · Rowan Street Bakery · Q1 2026 close and filings Payroll journal · Rowan Street Bakery · Q1 2026 close and filings Payroll journal · Rowan Street Bakery · Q1 2026 close and filings Prior-year file and board minutes · Beckett Family Foundation · FY2025 foundation audit Risk identification meeting · Brighton Dental Partners · FY2025 401(k) plan audit Sales and use tax return · March · Rowan Street Bakery · Q1 2026 close and filings Schedule of expenditures of federal awards · Trellis Academy · FY2025 school audit State grant compliance · Trellis Academy · FY2025 school audit Subsequent events review · Brighton Dental Partners · FY2025 401(k) plan audit Time-and-effort certifications · Trellis Academy · FY2025 school audit Transaction coding · Rowan Street Bakery · Q1 2026 close and filings Transaction coding · Rowan Street Bakery · Q1 2026 close and filings Transaction coding · Rowan Street Bakery · Q1 2026 close and filings Tuition receipts sample · Wexford Diocese Schools · FY2025 agreed-upon procedures Uniform Guidance risk assessment · Trellis Academy · FY2025 school audit

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 · 4.0 h · 4.0 h billable · 3 entries

FiltersEmployee: Avery Morgan Week: Every week

Tuesday 24 February

1

Trellis Academy · FY2025 school audit

Tue 24 Feb · Partner

FY2025 school audit·24 Feb·Partner·Major program determination·Billable·1.5

Thursday 5 March

1

Wexford Diocese Schools · FY2025 agreed-upon procedures

Thu 5 Mar · Partner

FY2025 agreed-upon procedures·5 Mar·Partner·No task·Billable·1.0

Wednesday 25 March

1

Brighton Dental Partners · FY2025 401(k) plan audit

Wed 25 Mar · Partner

FY2025 401(k) plan audit·25 Mar·Partner·Risk identification meeting·Billable·1.5