Your role
Trainee accountant
A trainee works on fieldwork and returns under a senior, with their own tasks and time on My day, and no fees or invoices.
Kila describes the role as: “Fieldwork and returns under a senior: their tasks and their own time. No fees or invoices.” At Mizani Associates, Brian Kiptoo is an audit trainee.
When you sign in
Link to this section: When you sign inKila opens My day: the timer, your Hours against the day’s target, your tasks and the engagements you are on. Your menu has no Billing: fees and invoices are not a trainee’s.
Your day
Link to this section: Your day- Start the timer on the engagement you are working on, and stop it when you finish: Record your time.
- Work your tasks, and tick each Done.
- Fill in your week on Practice › Time before you leave.
Everything the role is allowed to do
- General
- View dashboard
- Catalog
- View products and services
- Stock
- View stock
- Customers
- View customers
- Services
- Work on assigned job cards
What needs a senior
Link to this section: What needs a seniorNo approval limits: anything that needs approval goes to someone else.
Needs a manager
Your senior or the engagement manager reviews your work, and the managers bill it. Ask them to add you to an engagement if it is not under My engagements.
Common questions
Link to this section: Common questionsWhy can I not see the fees? A trainee records time and works tasks; rates, fees and invoices are for the managers.
How do I record time I did not run the timer on? Tap Log time on My day.
Where is my week? On Practice › Time.
- Associate: the next step up.
- Record your time.