Work Queue/JOB-2053
Albion Medical Group · Monthly bookkeeping pack
Bookkeeping · North West · Period Q1 2026
Workflow timeline
12-status spine — current stage highlighted
- InitiatedDone
- Waiting for DataDone
- Data Ready4d in stage
- Ready for Offshore
- In Offshore Processing
- Query Raised
- In UK Review
- Rework Required
- With Client for Approval
- Approved
- Submitted / Dispatched
- Closed
Readiness summary
- Data readiness
- Complete
- Handoff pack
- Incomplete
- Missing items
- Bank statements (April)
- Cutoff date
- 2026-05-22
- Intake source
- Dext / iManage
- Document pack
- iManage › 2026 › Bookkeeping
Handoff pack
12 required fields
- Client / job identifier
- Service line
- Owner
- Risk grade
- Deadline
- Data received
- Missing items
- Special instructions
- Previous issues
- Required controls
- Reviewer
- Escalation path
Queries
1 on this job
| Query | Type | Owner | Ageing | Status |
|---|---|---|---|---|
| Q-1051 | Tax | Daniel Hughes | 1.2 d | Awaiting specialist |
Controls checklist
Evidenced, not assumed
- YTD balanced
- Import totals checked
- Line-level check complete
- Minimum wage check complete
- Pension setup reviewed
- Medical payroll enhanced review
- Client approval evidence
- HMRC submission evidence
- Pension submission evidence
- BACS evidence
Review outcome
Captured per job