Weekly status & progress by team · scope Active & Backlog
Cumulative submitted by team vs target
Weekly cumulative by team
Case register — Pipeline Stage updates automatically from Tax Status. Click a cell to edit, then Save. Showing 0 cases.
Code
Client
Related Party / Group
C No.
Client Status
Team
YA2025 PIC
Auditor In Charge
Audit Status
YA2025 Fee
Tax Status
Pipeline Stage
YA24 Inv (ProbB)
YA24 Fees (ProbB)
Total Outstd (RM)
Actions
YA2024 (Inv / Fees, ProbB) and Total Outstanding are locked on existing clients (italic grey) — Most fields are read-only until you click ✏️ Edit on a row to unlock it (then 🔓 to re-lock). YA2024 (Inv / Fees, ProbB) and Total Outstanding are editable only on new rows (+ Add client). Use 🗑️ to delete a client. Filters allow multiple selections.