Month-end evidence chase list
A month-end evidence chase list that shows each entity's accepted, rejected and outstanding items, names the sender and puts the oldest overdue item in front of the client.
- Industry
- Accounting, Bookkeeping and Tax
- Team
- Finance
- Use case
- Documents and evidence
- Tags
- Client delivery
- Includes
- 1 app
Template preview
Included items
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Dashboards
App · 3 embedded blocks: KPI: Evidence items accepted for close (k-accepted); Chart: August evidence by status (c-evidence-status); Chart: Median days to accept an evidence item by entity (c-evidence-days) · Requires sign-in
Overview
What this template supports
A client-visible chase list for the bookkeepers and the owner's office manager of a multi-entity group. It counts the items requested for the close, shows what is accepted, rejected or still owed by entity, names the sender and due date of each outstanding item, and explains each rejection. It also supplies the request-to-acceptance sequence, resend steps and a deadline checklist.
- Stats row of requested, accepted, rejected and outstanding
- Live accepted-items and status blocks
- Outstanding items table by entity and sender
- Median days by entity block
- Rejection reasons list
- Request to acceptance sequence diagram
How to use this template
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List every requested item
Take the close request list for the month and enter each item with its entity, source, sender and due date.
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Mark the state of each item
Show every item as accepted, rejected or outstanding after Tobias has checked entity, period and source and the reviewer has accepted it, and write the reason on any rejection.
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Name the oldest item
Call out the item that has waited longest, with its sender, what it holds up and the date it is needed.
Frequently asked questions
When does an item count as accepted?
Only after the client accounting manager has checked its entity, period and source and the reviewer has accepted it. Receiving a file is not the same as accepting it.
How are days waiting counted?
From the Sep 8 cutoff for items first requested for it, or from the date an item was asked for again.
What does Month-end evidence chase list help me do?
A month-end evidence chase list that shows each entity's accepted, rejected and outstanding items, names the sender and puts the oldest overdue item in front of the client.
Who reads and maintains this page?
Pennock entity bookkeepers and the owner's office manager; prepared by the Tallgrove close lead. The managing partner reviews it.
When is the page ready to share with the client?
Sent only after every item shows its state, every outstanding item names a sender and a due date, and the live blocks point at the client's own profile.
What do visitors see in the public link?
The public link opens the full page without sign-in. The live Dashboards blocks are a separate app that needs FuseBase sign-in, so a visitor without access does not see their live figures.