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Keeping track of jobs

  • 17-12-2007 1:17pm
    #1
    Baby4
    Closed Accounts Posts: 1,407 ✭✭✭


    This post has been deleted.


Comments

  • #2
    Mr. Incognito
    Registered Users, Registered Users 2 Posts: 9,798 ✭✭✭Mr. Incognito


    Keep a word- "To do" list open on your desktop and any jobs that come up just ad them to that. Some-people have a pad beside them with their list of jobs.

    It's common sense ffs.


  • #3
    Baby4
    Closed Accounts Posts: 1,407 ✭✭✭Baby4


    This post has been deleted.


  • #4
    JoeTurner
    Registered Users, Registered Users 2 Posts: 201 ✭✭JoeTurner


    Not sure if you use the Revenue's online services www.ros.ie but if you're registered as a tax agent you can get a list of outstanding returns for all your clients under the Agent Services tab.

    I used it to good effect last week to ensure all the various P30 returns for November had been filed.

    Joe


  • #5
    Baby4
    Closed Accounts Posts: 1,407 ✭✭✭Baby4


    This post has been deleted.


  • #6
    LoneGunM@n
    Closed Accounts Posts: 1,414 ✭✭✭LoneGunM@n


    We use an excel spreadsheet detailing client deadlines that are updated daily and reviewed weekly


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  • #7
    Bren1609
    Closed Accounts Posts: 459 ✭✭Bren1609


    Can you post that spreadsheet or an example of. You can change client names.


  • #8
    LoneGunM@n
    Closed Accounts Posts: 1,414 ✭✭✭LoneGunM@n


    Hope this helps


  • #9
    chump
    Closed Accounts Posts: 3,807 ✭✭✭chump


    what about outlook diary with week/monthly reminders etc.?


  • #10
    MartMax
    Registered Users, Registered Users 2 Posts: 1,667 ✭✭✭MartMax


    we use many tools including outlook, excel, CORE.ie (for CRO returns) and ROS (for Revenue stuff), as individuals or the whole organisation here. we also have a specific practice CRM/asset mgt tools in-house.

    Marty


  • #11
    Bren1609
    Closed Accounts Posts: 459 ✭✭Bren1609


    Thanks for the spreadsheet. it's similar to what I use in outlook. You can amend your tasks to do same.

    What is the Sage practice manager like?


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