GuildHallLive example
Ready to bill, at a glance.
A partner view built for an accounting firm: what work is finished, how long it has been waiting, and who still needs a nudge before it goes on an invoice.
Accounting firm template. Example figures.
Ready to invoice
$86,400
34 engagements · 8 partners and staff
Work in progress aging
Realization by client type
Client queue
Showing 10 of 34 active engagements
| Client | Type | Status | Amount |
|---|---|---|---|
| Client 003, dental practice | Tax | Ready to bill | $4,200 |
| Client 007, construction | Bookkeeping | Waiting on client | $6,800 |
| Client 011, restaurant group | Bookkeeping | Ready to bill | $2,150 |
| Client 014, landscaping | Advisory | Over budget | $9,600 |
| Client 018, auto repair | Tax | Ready to bill | $3,400 |
| Client 022, veterinary clinic | Tax | Waiting on client | $5,100 |
| Client 026, property management | Advisory | Ready to bill | $7,850 |
| Client 031, retail boutique | Bookkeeping | Over budget | $4,900 |
| Client 035, HVAC contractor | Tax | Ready to bill | $6,300 |
| Client 038, nonprofit | Advisory | Waiting on client | $3,750 |
Sample response. Not generated from real data.
Five engagements are marked ready to bill this week, totaling roughly $24,000. Client 014, landscaping, is now 18% over its budgeted hours on the advisory engagement. Client 022, veterinary clinic, has been waiting on client documents for 11 days. Consider a short check-in before month-end invoicing.
What this screen shows
This is a sample partner view for a small accounting firm. It shows $86,400 in work ready to invoice across 34 engagements. Most of that work, 63%, is 30 days old or less; a smaller share has been sitting for 90 days or more and needs a closer look. Realization runs highest in bookkeeping work and lowest in advisory work. A deadline strip tracks upcoming filing dates in generic day-count form, not real calendar dates. Below that, a client list with filter tabs (All, Ready to bill, Waiting on client, Over budget) shows a sample of ten engagements you can click through. A "Summarize this month" button returns a canned sample response, not a live analysis of real client data.