Complete visibility over every job
Job reporting should help you manage work before and after it is completed.
Link splits reporting into Open Jobs and Completed Jobs, giving partners and managers the right detail at the right time. Open Jobs reporting shows remaining time budgets, WIP, remaining budget, profit to date, and projected write-offs, so jobs can be managed while they are still in progress.
With grouping and drill-downs from summary level to job, task, and timesheet detail, Link gives managers the visibility they need to understand what is happening and where attention is needed.
Completed Jobs reporting reviews jobs finished in a selected period, including budget vs actual, write-ups, write-offs, profit, and recovered rates, helping firms improve pricing and future decisions.
Why Choose Link for Job Management?
Most job reporting shows too little, too late. It may tell you a job went over budget, but not where, why, or what could have been done earlier.
Link gives you both live and completed job reporting in one place, so managers can control jobs in progress and partners can review performance after completion.
Every number is backed by Link’s reconciled WIP equation and reconciles back to Xero Practice Manager, giving firms deep, trusted reporting they can actually use.
Customer Stories
Link simplifies practice management for high-performance accounting firms by not half-solving problems.
Select the customer below to hear their story.
Simon Ward, DirectorDrive Accounting“We had no reliable way to know how much work we actually had on, what reasonable turnaround times looked like, or where we sat relative to our true capacity ceiling.”
Emma Kenny, DirectorBennetts Proactive“The goals we set for lifestyle balance, early job filing and workflow efficiencies have come to fruition. The team hit 90% completion with 3+ months to spare and was fully filed a month before fiscal-year-end. This meant the team earned paid time off on Fridays from Jan–March… there was no EOFY rush.”
Maria Livingstone, DirectorHeaney Business Group“Link gives us confidence that we have visibility over how work is progressing across the team, which means we can respond early if priorities need to shift or additional support is required.”
Gemma Heaney, Director“What attracted us to Link was how it was built specifically for accounting firms and its seamless integration with Xero Practice Manager…a standout feature for us was the ability to clearly visualise staff capacity and workflow across the entire firm.”
See for Yourself
Explore how Link delivers Work in Progress reporting in a live, self-guided demo.