Hanif & Arif, Chartered Accountants
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My engagements: budget vs actual hours
Engagements you have worked on this financial year. Budget hours are set by the Partners. Actual hours are what the whole team has recorded on the engagement (drafts included).
Budget vs actual
| Client — Engagement | Budget h | Team actual h | Budget used | My hours | Status |
|---|
Partner Insights
Timesheet submission
Time split
Engagement coverage
Team workload
Show numbers
Engagements per person
Show numbers
Hours by client engagement
Show numbers
Chargeable utilisation
Show numbers
Timesheet compliance
Show numbers
Leave taken
Engagement Profitability
Agreed fee (excluding VAT) compared with the cost of the hours recorded on each engagement. Each hour is costed at the hourly rate of the person's rank (Settings → Cost Rates) on the day the work was done. Draft hours are included. Profitable = margin of 20% or more · At risk = 0–20% · Loss-making = below 0. Partners only.
Fee vs cost
Margin by engagement
| Client — Engagement | Agreed fee | Budget h | Actual h | Budget used | Cost | Margin | Margin % | Status |
|---|---|---|---|---|---|---|---|---|
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Click an engagement to see who spent the hours.
Cost by person
Hours by month
Team Capacity
How busy each person has been, from their timesheets. Capacity = 8 hours × working days (Sunday–Thursday, not holidays), minus approved leave. Overloaded = more than 110% · Full = 90–110% · Some time = 60–90% · Has time = under 60%.
Recorded hours vs capacity
| Person | Capacity h | Leave h | Client h | Internal h | Load | Client share | Status |
|---|---|---|---|---|---|---|---|
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My Weekly Timesheet
Record hours against each client, assignment or internal activity. Submit your completed timesheet by Thursday. Timesheets follow the financial year from 1 April to 31 March.
Week 1 starts on the first Sunday on or after 1 April. Any days in April before that Sunday belong to the last week of the previous financial year. The rows marked "Fixed" (such as Office Management, Training and Meeting) are always shown; just enter your hours. Below them, search and pick the client and engagement for each row (ask a Partner if one is missing). Fixed rows left at zero are not saved. Approved leave is added automatically as a locked "Leave" row (8 hours a day, 4 for a half day). Enter hours as numbers (for example, 7.5). Your draft saves automatically a few seconds after you stop typing. Click ☆ next to a client row to make it a favourite.
| Client / Assignment / Activity | Sunday | Monday | Tuesday | Wednesday | Thursday | Friday | Saturday | Total | Action |
|---|---|---|---|---|---|---|---|---|---|
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| Daily totals | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | — |
Timesheet Approvals
Staff submit → reporting manager approves → a Partner gives final approval. Either reviewer can return a timesheet with a note; it reopens for the staff member to correct. Nobody can review their own timesheet.
| Employee | Reports to | Status | Hours | Notes | Action |
|---|---|---|---|---|---|
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My Leave
| Leave type | Entitled | Approved | Waiting | Left |
|---|---|---|---|---|
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Apply for leave
Fridays, Saturdays and public holidays are not counted. Unused leave is not carried forward. Leave cannot cross 31 March.
My leave requests
| Leave type | Dates | Days | Status | Approver's note | Action |
|---|---|---|---|---|---|
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Leave Approvals
Requests for the current leave year. Nobody can approve their own leave. A reason is needed when rejecting. Approving beyond someone's balance needs a Partner and a note (Leave Policy, section 8).
| Employee | Leave type | Dates | Days | Reason | Status | Decision |
|---|---|---|---|---|---|---|
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Team & Permissions
Click to open
Job titles are labels only and give no authority. Rights come only from a Partner ticking them below. Partners always have full authority.
| Name | Job title | Reporting to | Staff category | Status | Rights | Action | |
|---|---|---|---|---|---|---|---|
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To add a new staff member: in Supabase, go to Authentication → Users → Add user. They will appear here as a staff member with no rights. Then set their name and job title here.
Team Leave Calendar
Approved leave for everyone. Leave types and pending requests are shown only to the person, their manager and leave approvers. Friday, Saturday and holidays are not leave days.
Who is away this month
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My Profile
Any photo works — it is cropped to a square and made small automatically. Only signed-in H&A staff can see it.
Appearance
Fixed Timesheet Lines
Partner settings — click to open
These lines appear at the top of every staff timesheet. Only Partners can change them. Switching a line off hides it from new timesheets; hours already recorded are kept.
| Line name | Order | Active | Action |
|---|---|---|---|
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Clients & Engagements
Partner settings — click to open
Only Partners can see and change this list. Staff pick "Client — Engagement" from a search box on their timesheet; only Active ones appear. Setting a client or engagement to Inactive hides it from staff, and hours already recorded are kept.
Find a client
Add a new client
Import from Excel
Fill in the H&A People client upload template (sheet "Clients": Client Name, Engagement Name, Status), then choose the file below. The rows appear in the box so you can check them before clicking Import. You can also copy and paste the 3 columns straight from Excel into the box. New clients and engagements are added; existing ones only get their status updated. Nothing is deleted.
Leave Settings
Partner settings — click to open
Days of leave per leave year (1 April to 31 March) for each staff category. Leave a box blank if it is not decided yet; staff in that category cannot apply for that leave type until it is set. Special leave (maternity, paternity, other) has no fixed balance; a Partner decides each case.
| Staff category | Casual | Sick | Earned / Annual | Action |
|---|---|---|---|---|
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Public holidays
Holidays are not counted as leave days. Changes apply to new leave requests only.
| Date | Holiday | Action |
|---|---|---|
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Cost Rates (per hour, by rank)
The hourly cost of each rank, used to cost engagement hours. When rates change (for example after annual increments), add the new rate with the date it starts. Hours before that date keep the old rate. Partners only.
| Rank | Current rate (BDT / hour) | Since | New rate (BDT / hour) | Starts from | Action |
|---|---|---|---|---|---|
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Rate history
Backup (Excel)
Download every record in H&A People (team, timesheets, leave, clients, settings and the audit trail) as one Excel file. The free database plan has no automatic backups, so please download this once a week and keep it somewhere safe, such as the firm's OneDrive. The file contains staff data — do not email it outside the firm.
Audit Trail
An automatic record of who did what and when. Nobody can change or delete it. Only Partners can see it.
| When | By | What happened |
|---|---|---|
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