Time Tracking column on client list
Grace Lewis
Merged in a post:
Timers in Client List
T
Taylor Clouse
Now that Keeper is pulling in Income Information into the client list I would love to see timers for each close pulled into the client list as well.
One of the challenges I have is monitoring file progress.
When a bookkeeper is working in the accounting software prepping the file this take the bulk of the time, but very little is indicated in the Keeper checklist.
By pulling in hours, it would give a much better idea how the file is coming along for that close.
Grace Lewis
Merged in a post:
Add Client Time to Client List
J
Jodie Strong
It would be awesome to see how much time has been spent working on the client to go along with the Close Progress.
Could we add a column for the Client Time to the Client List under the "Close" section?
Even better is if we had a couple column options:
* Client time - based on close period
* Client time - based on dates (current month to date)
* Client time - year to date
* Client time - overall total (all dates)
Or even just options to match the filters we have available on the Client Time section of Time Tracking.
Grace Lewis
Merged in a post:
Time Tracking in Client List
T
Taylor Clouse
I would love to see a dynamic number in the client list of the amount of time being tracked on the particular close.
Since there isn't much data between starting a close and working on the close in keeper (coding transactions) it would be great to have another simple way of gauging close progress.
For example, if I see something like (2.5 hours) I would know how much work is going into the close before the majority of the Keeper tasks are being checked off.
E
Erica Hughes
Similar post: https://doublehq.canny.io/feature-requests/p/time-tracking-column-on-client-list
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Jenn Lucas
It would be helpful if the timer automatically switched when you went into a new client or if you were sitting on the home page to be admin or parent company firm tasks