Practice platform is constantly evolving to help you to prioritise your workload, and the latest feature to be released is the introduction of a filter for your client metrics.
So, if you want to get an estimate on the time it will take to complete work for items in a selected date range, you now can!
You will be able to filter via time (eg. 1st Feb - 1st April) and by value, simply by clicking on the “Filter” button at the top right of your dashboard which will prompt you to select either a date range or value to filter by.
This means that within the Outstanding bookkeeping column, you’ll be able to see the estimated time it will take to complete the work for the items in the selected range, and the receipts and invoices that fall into that given date range that are “in processing”, “items waiting” and “not ready for export”.
If you’re a Xero user, then you will also be able to see unreconciled items in Xero that match the filtering values.