Statuses: Overview

pro

This page applies to TaxDome Pro pricing plan only. Please switch the tab above to see TaxDome Lite related content.

What’s happening with an organizer, contract, invoice or message now that you’ve sent it to the client? TaxDome’s Status feature lets you know at a glance with color-coded tags. Statuses helps you prioritize your work and know when it’s your turn to take charge. Learn all about how statuses work on TaxDome Pro.

Covered here:

Task Statuses

Task statuses help you and your team keep track of tasks. The color-coded tags below show you what you need to know about tasks in the task list.

What the task statuses mean:

  • No Status: The task has not yet been given a status. 
  • Planned: The task is set and needs to be performed.
  • In Progress: The task is in the midst of being performed. 
  • Waiting for Client: The task needs the client to perform an action to be completed. 
  • Waiting for Signatures: The task includes a document that needs to be signed.
  • Completed: The task is done.

How to see task statuses: 

  • In the Home section, go to Tasks on the dashboard.
  • In Tasks, go to Overview for the client account.
  • In Tasks, go to Workflow. (Note: You can filter tasks by statuses.)
  • On a job card (if a task is linked to the job).
  • When you move a job to a new stage.
  • In the task template.

To change the status of a task without editing it, hover your mouse over the current status to display the other statuses, then select a new one.

To learn more about filtering your task list by status, go here.

Contract Statuses

Contract statuses help quickly identify whether a contract needs to be signed, has been fully signed or is awaiting one or more additional signers to sign it. 

What the contract statuses mean:

  • Pending: The contract must be signed.
  • Signed: All signers have signed.
  • Partially Signed: Not all signers have signed.

Filter your client account list to see which have pending or partially signed contracts. For more details, go here.

How to see contract statuses:

  • In the Clients section, go to Contracts.
  • In the Contracts section, go to Overview for the client account.
  • On a job card (if a contract is linked to the job).
  • When you move a job to a new stage. 

Message Statuses

These statuses keep you and your team updated on all new and pending messages. View them in the Clients section.

What the message statuses mean:

  • Active: This means there is an unfinished chat thread. To avoid clutter, archive or delete chats once you and the client have completed the chat.
  • Unread: This means a message hasn’t yet been opened and read. 

Clicking on the status of a message takes you to the chat thread. Also, you can filter accounts by message status. For more details, go here.

Organizer Statuses

Stay on top of your organizer statuses so you can get to work on new jobs ASAP. 

What the organizer statuses mean:

  • Pending: An organizer has been sent to the client, and they must fill it out.
  • Finished: The client has completed filling out the organizer and uploading all the requested documents. 

How to see organizer statuses:

  • In the Clients section, go to Organizers.
  • In the Organizers section, go to Overview for the client account.
  • On a job card if an organizer is linked to the job.
  • When you move a job to a new stage.

Filter your client account list to see which have pending organizers. For more details, go here.

Invoice Statuses

Has the client paid you yet? Did you even send them an invoice? Find out quickly by checking your invoice statuses. 

What the invoice statuses mean:

  • Paid: You guessed it! The invoice was paid.
  • Unpaid: The client has not yet made a payment.
  • Overdue: The set due date has elapsed, and the client hasn’t paid. To learn about changing a due date, go here.
  • In Progress: The client has paid, and the payment is being verified. The status changes to Paid once the bank okays the transaction. If something prevents the payment from going through, you receive an Inbox+ notification, and the payment status switches to Failed.

How to see invoice statuses:

  • Go to Invoices.
  • On a job card if an invoice is linked to the job.
  • When you move a job to a new stage.

Filter the invoices list to see all your overdue invoices. For more details, go here.

pro

This page applies to TaxDome Lite pricing plan only. Please switch the tab above to see TaxDome Pro related content.

What’s happening with a document or message now that you’ve sent it to the client? TaxDome's Status feature lets you know at a glance with color-coded tags. Statuses help you prioritize your work and know when it’s your turn to take charge. Learn all about statuses on TaxDome Lite.

Covered here:

Message Statuses

These statuses keep you and your team updated about all new and pending messages. View them in the Clients section:

  • Active: This means there is an unfinished chat thread. To avoid clutter, archive or delete chats once you and the client have completed the chat.
  • Unread: This means a message hasn’t yet been opened and read. 

Clicking on the status of the message takes you to the chat thread. Also, you can filter accounts by the status of messages. Click here to learn more.

To learn more about our secure Messages feature, go here.

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