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Work Queue/JOB-2054

Crescent Property Holdings · Monthly bookkeeping pack

Bookkeeping · London · Period FY 2025/26

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Workflow timeline

12-status spine — current stage highlighted

  1. Initiated
    11d in stage
  2. Waiting for Data
  3. Data Ready
  4. Ready for Offshore
  5. In Offshore Processing
  6. Query Raised
  7. In UK Review
  8. Rework Required
  9. With Client for Approval
  10. Approved
  11. Submitted / Dispatched
  12. Closed

Readiness summary

40%
Data readiness
Incomplete
Handoff pack
Incomplete
Missing items
Bank statements (April), Pension scheme reference
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

0 on this job

No queries raised on this job.

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