PRACTICE OPERATIONS & TIMESHEETS MODULE

Staff Timesheets & WIP Realization Suite.

Log daily article and staff billable hours, monitor unbilled Work-In-Progress (WIP) aging, and maximize practice realization rates with partner analytics under institutional controls.

Launch Timesheet Desk All Practice Modules

DAILY TIME LOGGING

Daily Activity Time Logging for Articles & Staff

Client & Task-Wise Billable Time Entry Engine

Capture daily billable and non-billable hours logged by Article Assistants, Paid Assistants, and Engagement Managers mapped to specific client tasks.

Task-wise time entry mapped to client PAN/GSTIN engagements
Billable vs Non-Billable (Admin, Training, Exam Leave) time classification
Mobile-friendly daily time submission for staff on client audit location
Manager timesheet approval workflow before WIP posting

WIP AGING

Unbilled Work-In-Progress (WIP) Aging Radar

Prevent Unbilled Hours Leakage & Fee Lock-Up

Real-time tracking of accumulated staff hours and unbilled WIP per client engagement to prevent unbilled time leakage during tax season.

Accumulated staff hours multiplied by standard hourly rate cost
30-day, 60-day, and 90-day unbilled WIP aging breakdown
WIP write-off & write-up approval requests for partner sign-off
Conversion of unbilled WIP into draft professional fee invoices

BILLABILITY ANALYTICS

Partner Realization & Billability Analytics

Firm Profitability & Capacity Utilization Insights

Evaluate engagement margin profitability, partner realization percentages, and staff capacity utilization across branches.

Partner realization percentage calculation (Invoiced Amount vs WIP Cost)
Staff utilization rate (Billable Hours / Total Working Hours)
Engagement profitability comparison (GST vs Tax Audit vs Scrutiny)
Multi-branch team performance benchmarking dashboards

ARTICLE GOVERNANCE

ICAI Article Assistant Governance & Stipends

Form 102/103 Records & Stipend Disbursement Management

Track article attendance, exam leaves, Form 102/103 registrations, and monthly stipend payments compliant with ICAI regulation guidelines.

ICAI Article registration tracking (Form 102 Deed & Form 103 Registration)
Industrial Training Form 104 & Transfer Form 109 tracking
Mandatory exam leave tracking (CA Inter / CA Final preparation)
Monthly article stipend payment register compliant with ICAI scale

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