Internal Deadlines

We have a great feature of Internal Deadlines for you to work towards an in-house goal. Do you want to get accounts finalised 6 months before the statutory deadline? More than likely!

So in the system, you can set this on your jobs as a default for ALL Jobs, or at a client level when you create the client. 

Once created, your Job Cards will have a new appearance as they will now have the statutory deadline at the top of the card, and Internal at the bottom - you can also ask the Engager platform to filter by Internal Jobs, to get these done way in advance and really impress your client. 

Head to Settings - Jobs - Services

Then in the settings, scroll down to frequency and then get the Auto Internal Deadline ENABLED

Remember, we're working backwards from the statutory deadline - so if you want the internal deadline to be 3 months before the deadline, enter 3 months. 

Now we've set this Internal deadline, our Job Card now has 2 deadlines highlighted below

• Related Articles

• Viewing deadlines / jobs in Engager

  We never want you to miss a deadline or Job as we call them, we want you to be working months ahead of any statutory deadline / job, so let us help you bullet-proof your practice, by mastering deadlines / jobs. We’re big fans of the Kanban view, ...

• Master your Deadlines with Job Cards and Jobs

  We never want you to miss a deadline, we want you to be working months ahead of any statutory deadline, so let us help you bullet-proof your practice, by mastering deadlines or JOBS as we refer to them. We’re big fans of the Kanban view, versus the ...

• Confirmation Statements CS01 and your Engager Account

  Did you know that we track the Confirmation Statement (CS01) deadline in your Engager account? We do this using our connection with Companies House (CH) Most of you will provide this as a service to your clients, and no doubt have your own process ...

• Comments, mentions and internal team communication

  Do you ever find yourself getting a little lost with your progress when working through an important job for a client? You’re part way through an accounts production, the phone goes and then you have to focus there for the next hour or so - the ...

• 3 of 10: Organize Your Services and Dashboard

  What is a service and how does it affect my Dashboard A service is anything from looking after a firm’s Year End accounts to registering somebody for VAT; it’s a service that you provide to your client throughout as part of your service. Some of ...