PA
EM
Work Queue/JOB-2066

Oakstone Manufacturing · Monthly bookkeeping pack

Bookkeeping · North West · Period FY 2025/26

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Workflow timeline

12-status spine — current stage highlighted

  1. Initiated
    Done
  2. Waiting for Data
    Done
  3. Data Ready
    7d in stage
  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

85%
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

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