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.
Terri Gamble, DirectorDrive Accounting“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.”
Emma Kenny, DirectorDFK Hirn Newey“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.”
Shona Wallace, DirectorBennetts Proactive“We were historically reactive to client work and with the data we were starting to see from Link, we quickly realised that we needed to start being more proactive around planning to become more efficient and ultimately see some dramatic changes in our KPIs.”
Maria Livingstone, Director“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.”
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.