What the job tracker is and who sees it

Job tracker firms

The job tracker appears only for firms that run it. In the sidebar it carries your firm’s own name, such as Larkin’s workflow.

Many firms run their year on tracker spreadsheets: a job tracker, a BAS grid, an SMSF tracker and a tax returns list. The job tracker keeps those sheets in BMS, laid out as your team already knows them, on the same jobs the Work board shows.

The job tracker, on Graham's sheet.

Under the tracker in the sidebar:

Page	What it is
Job tracker	One row per job; a sheet per accountant.
BAS	The BAS grid by accountant and year.
SMSF tracker	One row per fund, with its checklist.
Tax returns	Tax return clients and fees.
Dashboards	The tracker’s pivot tables.
Import Workbook	Bring in this week’s spreadsheet.

A change made in the tracker is a change to the job itself, so it shows on the Work board too, and the other way round.