Upcoming jobs due
| Client | Type | Due | Status |
|---|---|---|---|
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Time by client
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New jobs this week
| Client | Type | Date in | Status |
|---|---|---|---|
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Clients
| Code | Name | Type | Manager | Industry | GST | Status |
|---|---|---|---|---|---|---|
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Work list
| Client | Type | Description | Tax yr | Date in | Due | Date out | Budget | WIP hrs | Author | Status | |
|---|---|---|---|---|---|---|---|---|---|---|---|
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Services
| Client | Description | Type | Budget | Cycle | Start | End | Next due | Last done | Assigned to |
|---|---|---|---|---|---|---|---|---|---|
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New time entry
Entries
| Client | Job | Time | Units | Code | Memo | |
|---|---|---|---|---|---|---|
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| Staff | Date | Total Hours | Approved |
|---|---|---|---|
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| Total | |||
Emails
to
| Date | Subject | From | Client | Staff | ||
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DocHub Filing Log
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Email notifications
When a job status changes to Received or Reviewed, notify the author via:
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Dashboard
Xero Practice Manager
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Field mapping
| Client Base field | XPM field | Notes |
|---|---|---|
| First Name + Surname | Name / FirstName / LastName | Always first + last for all entity types |
| IRD no | TaxNumber | |
| Entity Type code | BusinessStructure | C=Company, T=Estate or Trust, P=Partnership, L=Look-through Company, else Individual |
| Entity Type code | ReturnType | C=IR4, T=IR6, P/L=IR7, else IR3 |
| Manager → Tbl_Authors.Name | AccountManager / JobManager | Full name looked up; falls back to linked client's manager |
| Link → linked client name | Group | Billing parent / group entity |
| Email_tax → Email → linked Email | Contact → Email | Priority order; lowercased |
| Ph | Contact → Phone (DEFAULT) | |
| Mobile | Contact → Phone (MOBILE) | |
| Addr1 + Addr2 / City | Address (POBOX) Street / City | Falls back to linked client if own Addr1 is blank |
| DAddr1 + DAddr2 / DAddr3 | Address (PHYSICAL) Street / City | Falls back to linked client if own DAddr1 is blank |
| GSTBasis | GSTBasis | |
| GSTPeriod | GSTReturnFrequency | 0 = not sent (not GST registered) |
| Tax (Yes/No) | PrepareTaxReturn | |
| — (hardcoded) | BalanceMonth | Always 3 (March, NZ standard) |
| — (hardcoded) | TaxAgent / TaxSignedAuthority / AgencyStatus | Etiam / Yes / With EOT |
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