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.
Andrew Lyddiard, Senior Accountant Arcus Advisory“It's much easier to see where we are up to as a business, where individual jobs are at and also where the individuals are up to — performance is at our fingertips.”
Terri Gamble, DirectorSBA South Island“We can quickly see where every team member is up to, which allows us to allocate work to the best person for the job at any given time.”
Stuart Lowe, DirectorWilson Accounting“We had reports that were manual, basic and hard to produce - we had no reporting on WIP or job profits.
Now we have regular team performance, management reporting, greater manager oversight and importantly, higher profits.”
Stephanie Pope, Director“We’d tried multiple other tools, but found them overly complex with too many moving parts. They weren’t particularly intuitive for day-to-day use, so the team didn’t engage with them consistently. As a result, there were gaps in how often we reviewed performance, and we lacked a simple, reliable way to stay on top of key metrics across the business.”
See for Yourself
Explore how Link delivers Work in Progress reporting in a live, self-guided demo.