Excel/VBA onboarding logic converted into a cPanel-hostable web workflow.
Set up a client engagement without scrolling through one unstructured page. Each section below maps to a specific part of the onboarding workflow.
Capture the identity and contact information used in proposal, mandate and department documents.
Define who owns the matter and who performs the readiness review before documents progress.
These fields feed the debit order mandate and form part of the workbook’s mandate blocker logic.
Select only the ongoing services that should drive recurring scope, pricing and department follow-on tasks. Departments are separated so you can focus on one scope area at a time.
Only the Accounting services are shown in this panel.
Only the Tax services are shown in this panel.
Only the Payroll services are shown in this panel.
Only the Compliance services are shown in this panel.
Use this only for once-off work. Leave quantity at zero to exclude the item from the scope.
Add any historical work as one line per item. This is useful for arrears bookkeeping, old AFS or cleanup tasks.