Your role
Bookkeeping and payroll accountant
The bookkeeper keeps retainer clients' books and payrolls, and logs the hours against each retainer, starting each day on My day.
Kila describes the role as: “Keeps retainer clients’ books and payrolls: requests the month’s records, prepares PAYE and the levies, and logs time against each retainer.” At Mizani Associates it is Mercy Chebet.
When you sign in
Link to this section: When you sign inKila opens My day. Your engagements are mostly retainers, and My engagements (“Those I lead or am on”) shows each with the hours used this month against what the retainer includes, such as 16.3 of 51 retainer hours this month, with a bar.
Your day
Link to this section: Your day- Start the timer on the retainer you are working on, from Start next to it under My engagements: Record your time.
- Ask clients for the month’s records from Practice › Records requests.
- Keep the hours in view. A retainer’s hours over what it includes are billed at the team’s rates: see Set up a retainer with included hours.
What you can do
Link to this section: What you can do- Log your own time and record expenses on the engagements you work on.
- Tick off your tasks, such as confirming new joiners and leavers with HR.
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
Starting or stopping a retainer, invoicing and the firm’s rates are for the engagement manager and the partners.
Common questions
Link to this section: Common questionsA retainer’s hours show in amber on the Retainers tab. What does it mean? More hours are logged this month than the retainer includes. The extra is billed from Unbilled at the team’s rates.
I worked on two retainers this morning. How do I split the time? Tap Switch on the timer when you move to the second: Kila logs the first and starts on the next.
Where do I see last week? On Practice › Time, tap Week before.