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.
Stuart Lowe, Director Arcus Advisory“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.”
Terri Gamble, DirectorHeaney Business Group“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.”
Gemma Heaney, DirectorLemonade Beach“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.”
Cameo Ashe, Director“Day to day, the practice now has a much clearer picture of what needs attention. "I can quickly see what jobs need reviewing so that we can complete and invoice. Simply having the numbers at hand helps to be more engaged in improving the business.”
See for Yourself
See what connected workflow, live capacity and reporting could look like in your firm. Explore Link’s click-through demo at your own pace. No email required. No sales pitch. Just you and the product.