A task is an activity or the basic step that each employee does when carrying out work for the practice.
The time taken on a task, or an expense associated with a task is either chargeable or non-chargeable to a client and is accounted for by way of recording information on Timesheets and Expense Sheets. Each task has a code associated with it and is maintained in the system under a Task Code.
A task could be any one of these examples:
- First draft of Accounts
- Phone call
- Collate information
- Check accuracy
- Sign off work