Workflow Dashboard & ATO Command Centre (Beta)

Introduction

We’re excited to introduce powerful new enhancements designed to improve visibility, collaboration, and efficiency across your practice.

With the launch of the new Workflow Module and the ATO Command Centre, you can now manage jobs, ATO due dates and ATO communications more effectively from a single platform.

Workflow Module

This new feature allows firms to create and customise workflows and statuses based on their internal requirements. This will provide firms with an even more efficient workflow and consistency within Workpapers Sorted. 

Key capabilities:

1. Design workflows that reflect your end-to-end job process
   
2. Assign and reassign jobs between preparers and reviewers
   
3. Track job progress across different workflow stages
   
4. Improve visibility and collaboration within teams

Workflow Dashboard Features

The Workflow Dashboard offers two ways to manage and monitor jobs;

1. Kanban View

The Kanban View provides a visual representation of all jobs grouped by workflow stages.

The workflow stages include-

1. Pre Job
2. In Progress
3. Review
4. Completed
5. Deleted
   

Each stage is displayed in a separate column, making it easy to track the movement and progress of jobs.

When you hover over or expand a job card, additional job information and actions become available.

Expanded cards can display:

1. Entity Type
2. Group Name
3. Due Date
4. Preparer
5. Reviewer
   

This allows users to quickly review important job details without opening the job itself.

Each job includes quick-access action menus that allow users to perform additional tasks directly from the Workflow Dashboard.

Available actions include:

1. Add Notes
2. Edit Assignee
   
3. Upload Documents
4. View Documents
5. Delete Job

Users can add notes directly against a job from the Workflow Dashboard.

2. List View

The List View provides a more structured and detailed layout for reviewing and managing jobs.

This view is useful when you want to:

Review larger volumes of jobs

Access information in a compact layout

Sort and filter jobs more efficiently

Note: To get more details on the applications of the Workflow Module, Click Here.

ATO Command Centre

The ATO Command Centre provides a dedicated space to manage all ATO due dates for lodgement obligations and ATO-related communications within the platform.

This centralised hub helps firms stay organised, improve response times, and ensure important communications are actioned promptly.

Key Features

1. Manage Due Dates
2. Centralised ATO Communications
   
3. Assign Communications for Action

View all client communications with the ATO in one place, making it easier to monitor and manage correspondence across your practice.

Allocate communications directly to team members to ensure accountability and efficient handling of tasks.

This helps firms:

Clearly assign responsibilities

Improve turnaround times

Reduce overlooked items

Forward ATO communications easily to:

1. Clients
2. Internal staff
3. Relevant team members

This enables quicker collaboration and resolution of outstanding matters.

View lodgement due dates directly within the platform to improve planning and workflow alignment.

Note: To get more details on the applications of ACC, Click Here

Benefits include:

Better deadline management

Improved workflow planning

Reduced risk of missed lodgements

Greater visibility of upcoming obligations

Benefits of the ATO Command Centre

The ATO Command Centre helps practices:

1. Centralise ATO correspondence
   
2. Improve team coordination
3. Increase visibility of pending actions
4. Streamline communication management
5. Stay on top of compliance deadlines
   

To learn more about the process , explore best practices, and make the most of our features, please visit our Knowledge Base, or contact our Support team if you need any assistance.

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