Workflow by Employee

Not available in Accountants Office

Workflow by Employee is a summary of lodged returns to date against the total overdue for the selected year, grouped by Employee. The returns are allocated using the values for Partner, Manager and Employee in the Return Properties Staff tab for the tax return in Tax.

For details on how to use Workflow by Employee, refer to Features in Practice Manager / AO for Tax.

In Accountants Enterprise, a return must have a Partner, Manager and Employee in the Return Properties Staff tab to be included in the Workflow by Employee.

Each return included in Workflow by Employee has a Partner, a Manager and an Employee in the Return Properties Staff tab.

Clicking anywhere in a row displays the grid of returns for the employee named.

Filtering

The filtering options are available from the right-click menu.