Full Transparency – to track the stages each job has been through, showing the date updated, together with how long each job has been at each stage, showing where possible bottlenecks are occurring.
Ease of communication with the Connect Outsourcing team via the Portal.
Jobs grouped – so that jobs belonging to group of companies can be processed at the same time.
Full history of Job Notes for internal viewing and/or for communicating with Connect Outsourcing team in India – alerts remain visible until the note has been read.
GST jobs can be set as recurring – which means that you don’t have to reload a job at the end of each GST period.
Reporting on Job Category – Normal, High, or Urgent jobs ALSO jobs can be manually prioritised mid-way through processing, if required.
Visibility on “expected turnaround date” entered by team in India
Date Billed for each job – entered by team in India
Jobs allocated to internal staff members for notification, reporting and log purposes
Client & Connect fee visible – when a job is loaded, the Connect fee is updated automatically
Number of days each job has been with the team in India, your firm in NZ, and the total number of days job has taken
Customisable columns per user
Ability to take the job back “In House” if required.
Notification of last date each job was updated
Option to see the staff member/team leader in India working on each job
Ability to place jobs “On Hold”
Bulk job “Completion” or bulk move job to “Ready to Start”
Year End Rollover of Jobs – with ability to update budgets or cancel jobs
Individual accounting firms Rules & Policies held within the Portal, with option to add more as time progresses
Notification settings per individual
Reports
Job Reports – by Status or Type of Job
Fee Report – showing Total Budget for previous and this year separated by Client Fee and Connect Fee, together with each job listed
Staff Reports – showing total fee for each job each staff member worked on, Status can be updated here also
Average Turnaround Days Report for last 7, 30 or 60 days or user defined date range Team Member or by job type, Statuses can be user defined here.
