WAW Group Global

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WAW Group Global · Accounts Management

Loading AMS Portal

Preparing secure workspace...

Logo

Gateway Access

INTERNAL PERSONNEL ENTRY

{{ authError }}
{{ unreadNotificationsCount }}

Notifications

No notifications

{{ notification.title }}
{{ notification.action }}
{{ notification.message }}
{{ notification.actor }}
{{ formatDate(notification.timestamp) }}
{{ currentUser?.displayName || currentUser?.email?.split('@')[0] }}
{{ (currentUser?.displayName || currentUser?.email || 'U').charAt(0).toUpperCase() }}
Team Meeting Ongoing Join Now

Account Hub

{{ clients.length }}

Overdue

{{ getTaskCountByUrgency('Overdue') }}

Urgent Pipeline

{{ getTaskCountByUrgency('Urgent') }}

{{ currentUserRole === 'Admin' ? 'Collected YTD' : 'Collected WTD' }}

£{{ currentUserRole === 'Admin' ? calculatePaidInvoicesYTD() : calculatePaidInvoicesWTD() }}

Pipeline Eff.

{{ calculatePipelineEfficiency() }}%

Live Team Attendance

Live Real-Time
StaffCurrent StatusStatus DurationTotal Productive
{{ getStaffName(shift.userId) }} {{ shift.status }} {{ shift.durationDisplay }} {{ formatSecondsToTime(shift.totalWorkSeconds || 0) }}
No active staff shifts found right now.

Attendance & Productivity

Live Team Performance Metrics

Live Team Capacity

{{ liveCapacityPercentage }}% {{ activeStaffCount }} Active
{{ metric.initial }}

{{ metric.name }}

{{ metric.totalProdHours }}H Prod.

No attendance data for this period.

Cumulative Productive Hours (Uptick)

Time Analysis (Session Duration)

Financial Health (Inv Count)

Urgency Analysis (Deadlines)

Workflow Capacity (Total Active)

Staff Productivity (Breakdown)

Recent Task Operations

{{ formatDate(log.createdAt) }}

{{ log.action }}

{{ log.context }}

Op: {{ log.staffName }}

No task activity recorded.

Staff Activity Feed

{{ formatDate(log.createdAt) }}

{{ log.action }}

{{ log.context }}

Staff: {{ log.staffName }}

No recent shift activity.
Account NameAccount HandlerPhoneActive HMRC ServicesCompleted WorkDocsActions
{{ client.name }}
{{ client.company || 'Private' }}
 {{ getStaffName(client.accountHandlerId) }} {{ client.phone || '—' }}
{{ s.serviceType }}
{{ getClientCompletedTasks(client.id).length }} Tasks Done {{ getClientCompletedTasks(client.id).map(t => t.serviceType).join(', ') || 'No history' }}
—
Page {{ clientCurrentPage }} of {{ clientTotalPages }}

Compliance Pipeline

Recurring statutory obligations only. Ad-hoc work lives in , inbound work in .

{{ compliancePipeline.length }} open

Overdue

{{ countByUrgency(compliancePipeline, 'Overdue') }}

Urgent (<= 2d)

{{ countByUrgency(compliancePipeline, 'Urgent') }}

Due (3-15d)

{{ countByUrgency(compliancePipeline, 'Pending') }}

Upcoming (16d+)

{{ countByUrgency(compliancePipeline, 'Upcoming') }}

Pipeline Clear

No compliance tasks match the current filters.

Client Service / Period Deadline Internal Status Personnel Action
{{ getTaskDisplayName(task) }}
Handler: {{ getStaffName(getClient(task.clientId).accountHandlerId) }}
{{ task.serviceType }}
{{ periodKeyLabel(task.periodKey) }}
{{ formatDeadline(task.filingDeadline) }}
{{ deadlineDistanceLabel(task) }}
 {{ formatDeadline(task.internalDeadline) }} {{ task.status }} {{ getTaskPriority(task) }} {{ getStaffName(task.assigneeId) }}
Page {{ taskCurrentPage }} of {{ taskTotalPages }}

Admin Tasks

Internal one-off work. These never recur and are completed permanently.

Overdue

{{ countByUrgency(adminTasks, 'Overdue') }}

Urgent

{{ countByUrgency(adminTasks, 'Urgent') }}

Unassigned

{{ adminTasks.filter(t => !t.assigneeId).length }}

Total Open

{{ adminTasks.length }}

{{ col.label }}
{{ col.overdue }} {{ col.total }}
{{ col.from }}–{{ col.to }} of {{ col.total }}
{{ getTaskDisplayName(task) }} {{ getTaskPriority(task) }}

{{ task.serviceType }}

{{ task.description }}

{{ formatDeadline(task.filingDeadline) }}

{{ deadlineDistanceLabel(task) }}

{{ staffInitials(task.assigneeId) }}

Drop here

No Admin Tasks

Nothing matches the current filters.

{{ task.serviceType }}

{{ getTaskDisplayName(task) }} · {{ task.description }}

{{ staffInitials(task.assigneeId) }}
Client Task Due Priority Status Assigned Action
{{ getTaskDisplayName(task) }}
{{ task.serviceType }}
{{ task.description }}
 {{ formatDeadline(task.filingDeadline) }}
{{ deadlineDistanceLabel(task) }}
 {{ getTaskPriority(task) }} {{ task.status }} {{ task.assigneeId ? getStaffName(task.assigneeId) : 'Unassigned' }}
Page {{ adminTaskCurrentPage }} of {{ adminTaskTotalPages }}

Client Requests

Inbound submissions from the public request form. Match each one to an account, then turn it into work.

{{ untriagedRequestCount }} awaiting triage

Share this with clients

{{ publicRequestUrl }}

No login required

New Submissions

{{ req.refCode }} {{ req.linkedClientId ? 'Linked' : 'Unmatched' }}

{{ req.subject }}

{{ req.name }} · {{ req.company }}

{{ formatDeadline(req.submittedAt) }}

{{ req.email }}

{{ req.phone }}

{{ req.detail }}

Account

In Progress

{{ task.serviceType }}

{{ getTaskDisplayName(task) }}

{{ task.status }}
Due {{ formatDeadline(task.filingDeadline) }} {{ task.attachments.length }}
Page {{ requestCurrentPage }} of {{ requestTotalPages }}

Inbox Clear

Nothing waiting. New submissions from the request form land here.

Recurring Schedules

Each schedule generates one Compliance Pipeline task per period. Filed periods are kept permanently.

No Schedules

Schedules are created automatically when you assign a service to a client, or add one manually.

Client Service Frequency Next Due Filed State Action
{{ getClientName(sch.clientId) }}
 {{ sch.serviceType }} {{ FREQUENCY_LABELS[sch.frequency] || sch.frequency }} {{ formatJsDate(scheduleNextDue(sch)) }} {{ scheduleFiledCount(sch) }} {{ sch.active === false ? 'Paused' : 'Active' }}
Page {{ scheduleCurrentPage }} of {{ scheduleTotalPages }}

Completed Tasks Archive

Review filed and completed assignments per individual.

Client Account Task / Service Type Date Completed Action
{{ task.clientName }} {{ task.taskName }} {{ task.type }} {{ formatDate(task.dateCompleted) }} Archived
Please select a staff member above to view history.
No completed tasks found for this timeframe.

Time Recorder

Professional Time Tracking

{{ new Date().toLocaleTimeString([], { hour: '2-digit', minute: '2-digit' }) }}
{{ shiftState.status === 'Offline' || shiftState.status === 'Ended' ? 'Shift Ended' : shiftState.status }}
{{ shiftElapsedTime }}
Current Status Duration

Shift Totals

Productive Time
{{ formatSecondsToTime(liveProductiveTime) }}
Clock In
{{ shiftState.startTime ? formatDateOnlyTime(shiftState.startTime) : '--:--' }}

Activity Log

TimeEvent
{{ formatDateOnlyTime(log.timestamp) }}{{ log.type }}

Team Workload Distribution

Active Task Allocation Per Staff Member

{{ data.member.name.charAt(0) }}

{{ data.member.name }}

{{ data.member.role }}

{{ data.activeTasks.length }}

Active Tasks

Pending

{{ data.stats.pending }}

In Progress

{{ data.stats.inProgress }}

Auditing

{{ data.stats.auditing }}

Filed

{{ data.stats.filed }}

{{ getTaskDisplayName(task) }}

{{ task.serviceType }}

Handler Oversight

{{ getTaskUrgency(task) }}
No active priority assignments.

Staff Schedule Monitor

Detailed Time Estimation & Completion Status

{{ member.name.charAt(0) }}

{{ member.name }}

{{ member.role }}

Active Assignments

{{ getMemberTasks(member.id).length }}

Task Details Schedule (Est. vs Actual) Percentage Completion Efficiency
{{ getTaskDisplayName(task) }}
{{ task.serviceType }}

Target

{{ task.estimatedHours || 0 }}h

Actual

{{ formatSecondsToHours(task.timeSpent) }}
{{ task.completionPercentage || 0 }}% Done
No Estimate Set
On Track Over Time
No active tasks scheduled for {{ member.name.split(' ')[0] }}.
{{ (currentUser?.displayName || currentUser?.email || 'U').charAt(0).toUpperCase() }}

My Assignments

Focus Mode • {{ myPersonalTasks.length }} Active Tasks

ClientServiceDeadlineStatusAction
{{ getTaskDisplayName(task) }}
Oversight (Assigned to: {{ getStaffName(task.assigneeId) }})
{{ task.serviceType }}{{ formatDate(task.filingDeadline) }}{{ task.status }}
No tasks currently assigned to you.

Monthly Target

£ {{ monthlyTarget.toLocaleString() }}

Awaiting funds (Total)

£{{ calculatePendingInvoices() }}

Awaiting funds (WTD)

£{{ calculatePendingInvoicesWTD() }}

Overdue (Arrears)

£{{ calculateOverdueInvoices() }}

Collected Revenue (YTD)

£{{ calculatePaidInvoicesYTD() }}

Collected Revenue (WTD)

£{{ calculatePaidInvoicesWTD() }}

Weekly Target

£{{ weeklyTarget.toLocaleString() }}
Serial Account Profile Net Value Status Control
{{ inv.invoiceNumber || inv.id }}
{{ inv.clientName }}
Due: {{ formatDate(inv.date) }} (Overdue)
£{{ (parseFloat(inv.amount) || 0).toFixed(2) }} {{ inv.status || 'Draft' }}
No invoices found matching current filters.
Page {{ invoiceCurrentPage }} of {{ invoiceTotalPages }}

Staff Shift Management

Admin Control Panel

{{ new Date().toLocaleDateString() }}

{{ staff.name }}

{{ staff.role }}

{{ staff.status }}
{{ staff.durationDisplay }}

Current Status Duration

Prod: {{ formatSecondsToTime(staff.liveTotalProductive) }} In: {{ formatDateOnlyTime(staff.shift.startTime) }}

Practice Reporting

Live figures across the whole practice. Derived from data already loaded — reading this page costs nothing.

Open Work

{{ reportKpis.open }}

Overdue

{{ reportKpis.overdue }}

Unassigned

{{ reportKpis.unassigned }}

Filed / {{ reportPeriodLabel }}

{{ reportKpis.filed }}

Avg Turnaround

{{ reportNum(reportKpis.avgTurnaround, 'd') }}

Filed On Time

{{ reportNum(reportKpis.onTime, '%') }}

Completed-work figures cover the most recent 150 filings only — that cap is deliberate, and keeps your Firestore read costs down. {{ reportCoverage.undated }} filed task(s) predate completion timestamps, so they are excluded from turnaround and on-time figures.

Throughput

Tasks filed per month

{{ m.count || '' }}
{{ m.label }}

Overdue Ageing

How long missed deadlines have been sitting

{{ b.label }} {{ b.count }}

Open Work by Type

{{ k.label }} {{ k.open }} {{ k.pct }}%

Staff Scorecard

Open load now, plus everything filed in the selected window

Staff Open Overdue Filed Avg Days On Time
{{ staffInitials(r.id) }} {{ r.name }}
{{ r.open }} {{ r.overdue }} {{ r.filed }} {{ reportNum(r.avgTurnaround, 'd') }} {{ reportNum(r.onTime, '%') }}
No activity in this window.

By Service Line

Sorted by overdue exposure

Service Open Overdue Filed Avg
{{ r.name }} {{ r.open }} {{ r.overdue }} {{ r.filed }} {{ reportNum(r.avgTurnaround, 'd') }}
Nothing to report.

Client Exposure

Top 10 accounts by outstanding work

Account Open Overdue
{{ r.name }} {{ r.open }} {{ r.overdue }}
No open work.

Raw Data Exports

For spreadsheets, pivot tables and third-party systems

Personnel Directory

Manage team access and system roles.

PersonnelSystem AccessEnrolled SinceControl
{{ user.name }}
{{ user.email }}
 {{ user.role }} {{ formatDate(user.createdAt) }}

Audit Trail

System-wide operations and tracking.

PersonnelOperationContextTimestamp
{{ log.staffName }} {{ log.action }} {{ log.context }} {{ formatDate(log.createdAt) }}
No activity logs found for this selection.
Page {{ auditCurrentPage }} of {{ auditTotalPages }}

Messages

{{ availableChats.find(c => c.id === activeChatId)?.name || 'Select a chat' }}

Secure End-to-End Connection

{{ msg.senderName }} • {{ formatDateOnlyTime(msg.timestamp) }} - {{ formatDate(msg.timestamp).split(',')[0] }}
Message removed {{ msg.text }} {{ msg.fileName }}
{{ getSeenText(msg, availableChats.find(c => c.id === activeChatId)?.type) }}
No messages yet. Start the conversation!

System Notifications

Enter your Google Chat Incoming Webhook URL here.

System Confirmation

{{ notification }}

Please wait

{{ busyMessage || 'Saving changes...' }}

Start Team Meeting

Enter your Google Meet link below to notify all active staff.

Shift Ended

Your session has been logged. What would you like to do next?

Shift Check-In

Please confirm your attendance to access the portal workspace.

Current Time

{{ new Date().toLocaleTimeString([], {hour: '2-digit', minute:'2-digit'}) }}

{{ isEditingClient ? 'Modify Profile' : 'New Client Registration' }}

Basic Info & Management

Tax & Login Details

HMRC Services Config

Completed Work History

WorkTypeFiled
{{ item.serviceType }} {{ TASK_KIND_META[item.kind]?.label || 'Task' }} {{ formatDeadline(item.date) }}
No completed work recorded for this account yet.
Task Manager

{{ selectedTask.serviceType }}

Read-only for completed tasks

Priority can raise a task's urgency but never hides an approaching deadline.

{{ selectedTask.description }}

Internal Notes

No notes recorded yet.
{{ note.author }}{{ formatDate(note.date) }}

{{ note.text }}

💡 Tip: Use @staffname to mention team members and notify them

Create Ad-hoc Task

Client
Company

No matching clients or companies found.

{{ isEditingInvoice ? 'Modify Billing' : 'Record Transaction' }}

{{ selectedInvoiceClient.name.charAt(0).toUpperCase() }}

{{ selectedInvoiceClient.name }}

{{ selectedInvoiceClient.company || 'Private Client' }}

Selected
No matching clients or companies found.

Start typing to find a client or company.

Register Personnel

{{ scheduleForm.id ? 'Edit' : 'New' }} Recurring Schedule

Generates one pipeline task per period

Every following period is calculated from this date.

Access Control

{{ editingPermissionsUser?.name }}

Financial Viewer

Can view WTD Pending and WTD Revenue stats only.

Billing Manager

Full Billing Access. Can edit Monthly/Weekly Targets.

Shift Supervisor

View Live Dashboard, Manage Staff Shifts, Call Meetings.

Compliance Officer

Access to full Audit Trail and System Logs.

Account Manager

Can Delete Clients and Tasks (Dangerous).