Looking at a Job Card
A step-by-step walkthrough for looking at a job card
STEP 1
Click on the deadline your working on
STEP 2
Awaiting records - this is the "status" Area so you can mark where in the
deadline you are up to.
Created with 2 of 10
STEP 3
Here you can send texts, emails, put a job on hold if it cant move forward for
any reason and mark the whole job complete.
STEP 4
Manager this is the person that manages the client
Created with 3 of 10
STEP 5
Period end this pulls through from companies house or based on known
things like Tax year, VAT Period etc
STEP 6
Records received - here you can set the date you received the records form
your client by click on the area below with the line in
Created with 4 of 10
STEP 7
Internal deadline - you may wish to prioritise this work before the statutory
deadline, by setting an internal deadline the system will use this as the
deadline instead
STEP 8
Statutory deadline - this is based on the service deadline set in the settings
Created with 5 of 10
STEP 9
Notes - here you can add notes to the job, they auto save!
STEP 10
Phases - here you can complete a phase or go back a phase if required
Created with 6 of 10
STEP 11
Each phases shows user responsible and status i.e. complete and when or
not complete
Created with 7 of 10
STEP 12
The bank note indicates when you complete this phase the system will
remind you to invoice the client. If an envelope is shown it means when this
phase is completed the system will ask if you want to send a status update
email to the client
Created with 8 of 10
STEP 13
Invoice here you raise an invoice if required and linked to a bookkeeping
solution such as QBO
STEP 14
Audit trail - here you can see who has done what and when for this task
Created with 9 of 10
Never miss a step again. Visit Tango.u
Click on the deadline your working on
STEP 2
Awaiting records - this is the "status" Area so you can mark where in the
deadline you are up to.
Created with 2 of 10
STEP 3
Here you can send texts, emails, put a job on hold if it cant move forward for
any reason and mark the whole job complete.
STEP 4
Manager this is the person that manages the client
Created with 3 of 10
STEP 5
Period end this pulls through from companies house or based on known
things like Tax year, VAT Period etc
STEP 6
Records received - here you can set the date you received the records form
your client by click on the area below with the line in
Created with 4 of 10
STEP 7
Internal deadline - you may wish to prioritise this work before the statutory
deadline, by setting an internal deadline the system will use this as the
deadline instead
STEP 8
Statutory deadline - this is based on the service deadline set in the settings
Created with 5 of 10
STEP 9
Notes - here you can add notes to the job, they auto save!
STEP 10
Phases - here you can complete a phase or go back a phase if required
Created with 6 of 10
STEP 11
Each phases shows user responsible and status i.e. complete and when or
not complete
Created with 7 of 10
STEP 12
The bank note indicates when you complete this phase the system will
remind you to invoice the client. If an envelope is shown it means when this
phase is completed the system will ask if you want to send a status update
email to the client
Created with 8 of 10
STEP 13
Invoice here you raise an invoice if required and linked to a bookkeeping
solution such as QBO
STEP 14
Audit trail - here you can see who has done what and when for this task
Created with 9 of 10
Never miss a step again. Visit Tango.u