Your role
Engagement partner
A partner at an accounting firm sees every engagement, approves the month's bills, signs off returns and clears client identification.
Kila describes the role as: “Opens engagements, sees every engagement, signs off returns, approves draft bills, invoices and clears client identification.” At Mizani Associates, Daniel Kiprono leads the audits and Halima Abdi the tax and payroll work.
When you sign in
Link to this section: When you sign inKila opens your home page, with the firm’s work in cards: My day, Returns to file, Client requests outstanding, Billing this month with the Draft bills to review, Lock-up and realisation, Deadlines, Engagements over budget, Team utilisation and more. Each card opens the page behind it.
Your day
Link to this section: Your day- Review. Returns to file shows the returns Prepared, to review, waiting for a partner before they are filed.
- Approve the bills. At month end, open the draft bills on Practice › Billing and Approve them: see Run the month-end billing.
- Run your engagements. Open them, give them a budget and a team: see Open a project for a client and Put the team on a project.
- Record your own time on My day: Record your time.
- Watch the numbers on Practice › Practice reports: lock-up, realisation, utilisation and profitability.
What you can do
Link to this section: What you can do- See and run every engagement, and log time for the team.
- Approve the month’s draft bills, and invoice unbilled work: Invoice unbilled time and expenses.
- Remind clients of overdue invoices and record their withholding certificates: Remind a client about overdue invoices.
- Approve expenses within your limit.
Everything the role is allowed to do
- General
- View dashboard; Approve or reject requests
- Point of sale
- View sales
- Catalog
- View products and services
- Stock
- View stock
- Customers
- View customers; Create and edit customers
- Services
- View services and bookings; Manage services and resources; Book and manage appointments; Create job cards; Assign job cards; Work on assigned job cards; Quality-check and verify finished job cards (any job); Insurance repairs: claims, assessments, authority to repair and release letters; Issue parts to any job card and order parts for jobs
- Practice
- See every matter, not only those on their team (restricted matters stay with their team); Keep the court diary and deadlines for every advocate and matter; Record and verify client identification (KYC) and risk ratings; Keep the internal suspicious transaction log and report to the LSK; Review and sign off clients’ returns before they are filed; Approve draft bills (write-downs and write-ups) before they are invoiced; Keep the registry: documents received and dispatched, and where the files are
- Credit
- View credit and agreements; Record repayments
- Finance
- Submit expenses; Approve and pay expenses
- Reports
- View reports
- Staff
- View staff records, attendance and leave; Record attendance for others and approve manual clock-ins; Record and approve leave
- Branch operations
- View checklists, audits, issues and the branch scorecard; Complete opening, closing and log checklists and report issues; Assign, date, verify and cancel branch issues
- Salon and venues
- Send messages to client segments (lapsed, birthdays, a service or stylist); Events and venue hire: quotes, deposits, confirmations and cancellations
What needs someone else
Link to this section: What needs someone else| Approval limit | Up to |
|---|---|
| Discounts | 15% |
| Expenses | KES 100,000.00 |
Needs a manager
A bill you drafted is approved by another partner:
Expenses above your limit, and the firm’s settings, go to the owner.
Common questions
Link to this section: Common questionsWhy can I not approve a bill I drafted? Kila keeps drafting and approving apart, so every bill is seen by two people. Ask another partner.
Where do I see lock-up and realisation? On your home page, and month by month on Practice › Practice reports.
How do I find the bills waiting for me? On your home page, Billing this month shows the Draft bills to review. Tap it to open Practice › Billing.
- Engagement manager, Associate and Credit controller: the rest of the team.
- Professional services: how Kila works for an accounting firm.