Needs attention
7
2 since yesterday
Tuesday, 9 June
Good morning, Alex.
Here's what needs your attention across the practice.
4 deadlines
in the next 14 days
in the next 14 days
Waiting on clients
5
Oldest request 12 days
Work in progress
14
8 on track
Completed this month
23
18% vs last month
Priority focus
Three clients have gone quiet.
They have outstanding requests and haven't replied in over a week.
Client work
Track deadlines and keep work moving.
| Client | Service | Due | Status | Next step | Actions |
|---|---|---|---|---|---|
NP North & Pine Studiohello@northandpine.co.uk | Monthly accounts | 12 Jun | Needs attention | Bank statements missingLast contact 8 days ago | |
HC Hawthorne Coffee Co.finance@hawthornecoffee.co.uk | VAT return | 14 Jun | Waiting on client | Purchase invoices requestedLast contact 3 days ago | |
JD Juniper Digital Ltdmaya@juniperdigital.co.uk | Payroll | 18 Jun | In progress | Review payroll changesLast contact Today | |
FF Fable & Formaccounts@fableandform.com | Annual accounts | 21 Jun | Needs attention | Director approval requiredLast contact 12 days ago | |
GA Goodfield Architecturetom@goodfieldarchitecture.co.uk | Corporation tax | 28 Jun | Complete | Filed with HMRCLast contact Yesterday | |
LC Little Current Ltdamrita@littlecurrent.co.uk | VAT return | 2 Jul | Waiting on client | Confirm overseas salesLast contact 5 days ago |