Deadlines Dashboard

The Deadlines Dashboard allows you to see the Accounts Filing & Confirmation Statement date requirements from Companies House, as well as VAT deadlines from HMRC, for your entire registered company portfolio at once. Suitable for both your Xero & QBO clients, the dashboard also includes a traffic light colouring system so you can see deadlines that are due soon/overdue at a glance.

This dashboard has the same grid-like functionality as Practice Dashboard, including the ability to save as custom reports (there’s a new Custom Dashboard/Report category called Deadlines). There’s some additional columns with overdue/due status and a traffic light colouring system to allow users to filter to see deadlines that are due soon.

To get the most out of this dashboard you must:

Set the Company Registration Number in your accounting system for each client, as they won’t appear in the dashboard otherwise. Enable Precision’s HMRC integration via your Agent Services account, and ensure client VAT numbers are set in their accounting system.