All CA practice menus
- Getting started
- Clients and onboarding
- Bookkeeping
- Bank reconciliation
- GST returns
- TDS
- Month-end and statements
- Your practice: calendar, fees and time
- The client app
Your practice: calendar, fees and time
For: Partners, practice manager
The firm's own work runs in the same system: a filing calendar for every client, retainers that bill themselves, and staff time logged against each client.
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Videos
The compliance calendar 0:39
Every client's filings, with due dates, and nothing forgotten.
Transcript
Hi, I'm Zuzu. Every client has filings due through the year. Here's how the firm keeps track of them.
In Practice, the compliance calendar lists every return and payment as a task with its due date: GSTR-1, GSTR-3B, TDS payment and return, advance tax, audit, ITR.
Past its due date and not done, a task turns overdue, and shows in red on Clients at a glance. Mark it completed when it's filed.
That's it! Need a hand? Visit zenoziva.com
Fees: retainers and fee invoices 0:43
Monthly fees that bill themselves, from the firm's own books.
Transcript
Hi, I'm Zuzu. Your own fees run in the same system. Let's see how retainers bill themselves.
In Practice, each client has a retainer with their monthly plan, such as bookkeeping and GST returns.
At the start of each month, the retainer raises the fee invoice by itself, from the firm's own company.
Fee invoices unpaid shows who to follow up.
That's it! Need a hand? Visit zenoziva.com
Time by client 0:38
Who spent how long on which client, and what it's worth.
Transcript
Hi, I'm Zuzu. Let's see where the team's time goes, client by client.
In Practice, staff log their hours on timesheets, by activity, against each client's project. Log time starts a new one.
Hours by client shows the hours and the billable amount, by staff and client, for any period.
That's it! Need a hand? Visit zenoziva.com
Step by step
1The Practice menu#
What is due this week, what is overdue, unpaid fee invoices and logging time.
2Compliance calendar#
A project per client per year; each return or payment is a task with its due date: GSTR-1, GSTR-3B, TDS payment, TDS return, advance tax, audit, ITR.
3An overdue filing#
Past its due date and not done, a task turns Overdue and shows in red on Clients at a glance. Mark it Completed when filed.
4Retainers#
A Subscription per client with the monthly plans (bookkeeping, GST returns). It raises and submits the fee invoice at the start of each month.
5Fee invoice#
The invoice the subscription raised, from the firm's own company.
6Timesheets#
Staff log hours by activity against the client's project.
7Hours by client#
Timesheet Billing Summary: hours and billable amount by staff and client for any period.
