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Status Need more feedback
Categories Invoicing & Finance
Created by Guest
Created on Jan 20, 2026

Task Status on WIP Page

The individuals raising invoices are rarely the ones who do the majority of work. Therefore, it would be useful to display a list of the current active tasks and their status when reviewing WIP.

For example, if the task is a self assessment tax return, the Partner can see that there is WIP, but is unable to see if the job has been completed without clicking into the client account and reviewing the task status.

If a list of the jobs was visible on the WIP screen for each client, the partner would then be able to see that the self assessment task has been marked as complete, and they can then raise an invoice for that WIP.

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