Managing jobs and deadlines
Jobs are the core work units in Accupe. Each job represents a piece of work for a specific client.
Creating a job
- Go to Jobs in the sidebar.
- Click New Job.
- Fill in:
- Client (select from your client list)
- Job type (e.g. Annual Accounts, Tax Return, Bookkeeping)
- Workflow (select a template or start blank)
- Deadline (the final due date)
- Assigned to (the responsible team member)
- Click Create.
Job statuses
Jobs progress through their workflow stages. The overall status updates automatically:
- Not Started means no work has begun.
- In Progress means at least one stage has been started.
- Awaiting Review means the work is complete and needs checking.
- Complete means the job is finished and filed.
Deadline management
The dashboard prominently displays upcoming deadlines. Jobs with deadlines in the next 7 days are highlighted in amber; overdue jobs appear in red.
Bulk actions
Select multiple jobs from the list view to:
- Reassign to a different team member
- Change the deadline
- Update the status
- Export to CSV
HMRC integration: For tax-related jobs, Accupe can pull key dates directly from HMRC so you never miss a filing deadline.