Your role
Associate
An associate in audit, tax or advisory works the engagements on their team, prepares returns, ticks off tasks and records their time, starting each day on My day.
Kila calls the role Associate (audit, tax or advisory): “Works on the engagements on their team: prepares and files returns, ticks off tasks, chases client records and logs their time.” At Mizani Associates, Wanjiru Mwangi works the audits and Kevin Ochieng the tax returns.
When you sign in
Link to this section: When you sign inKila opens My day: the timer, your Hours today and this week against your target, My tasks (“Due within a week, overdue first”), My returns (“To prepare or review, the next due first”), My dates and My engagements.
Your day
Link to this section: Your day- Start the timer on what you are working on, and stop it when you finish: Record your time.
- Work your tasks and returns. Tick a task Done on My day; My returns opens the Returns board.
- Record expenses spent on a client’s work: Record an expense on a project.
- Before you leave, check your week on Practice › Time, and fill in any day marked short.
What you can do
Link to this section: What you can do- Log your own time, by the timer, by hand or in the week’s grid, and change it until it is billed.
- Record expenses on the engagements you work on.
- Tick off your tasks, and work on your returns.
Everything the role is allowed to do
- General
- View dashboard
- Catalog
- View products and services
- Stock
- View stock
- Customers
- View customers
- Services
- Book and manage appointments; Work on assigned job cards
- Finance
- Submit expenses
What needs a manager
Link to this section: What needs a managerNo approval limits: anything that needs approval goes to someone else.
Needs a manager
Opening engagements, rates, invoices and write-offs are for the engagement manager and the partners. An expense you record at a firm that approves expenses waits for approval:
Common questions
Link to this section: Common questionsI forgot to start the timer. What now? Tap Log time on My day and type the hours, or type them into the week on Practice › Time.
Why is a day marked on My day? It is short of time: “Days short of time this week are marked. Fill them in while you remember the work.”
Can I change time I logged yesterday? Yes, until it is billed: in the week’s grid, or delete it under the Timesheets tab and log it again.
- Engagement manager: who runs your engagements.
- Trainee accountant and Bookkeeping and payroll accountant.