Glossary — PracticeTrove user guide

Acceptance decision: The outcome of the firm's acceptance and continuance assessment of a client or engagement, recorded on the engagement with its reference (cleared, not required, pending or declined).
Client service: One of the firm's services taken by one client, from a start date, with a person responsible and a reviewer.
Due-date rule: How a service's due date is worked out from the period: a day of the next month, days or months after the period, a fixed date, days after the client's own date, or by hand.
Engagement: What the firm has agreed to do for a client: title, service lines, period, partner, fee and scope, with the acceptance decision and the engagement letter.
Engagement letter: The letter setting out the engagement, drafted from the firm's template, approved by a partner, sent and signed by the client.
Filed / delivered: The status of work filed with the authority or delivered to the client, with the date and the acknowledgement or reference.
One-off work: A piece of work outside a client's regular services, such as a reply to a tax query or an advisory project, with a deadline set by hand.
Period: The month, quarter or year a piece of work covers; yearly work follows the calendar year or the client's financial year.
Person responsible: The person who does a piece of work and updates its status.
Planning horizon: How many days ahead work is planned (180 by default). Later periods are planned as the time comes.
Practice administrator: The role that looks after users, settings, the services catalogue and the firm's records.
Reviewer: The person who reviews and completes work that needs review; never the person responsible.
Scheduled jobs: The hourly run that plans the coming periods' work and sends reminders.
Service: Something the firm does for clients, with a service line, how often it comes round, a due-date rule and whether it is statutory or needs review.
Service line: Accounting, tax and compliance, audit and assurance, payroll, company secretarial, consulting and advisory, or other.
Statutory deadline: A deadline set by law or regulation; missed ones appear in the Statutory deadlines missed report.
Step-up: A fresh code from the authenticator app asked for before a decision that binds the firm.
TroveSuite: The TroveUniverse apps: BookTrove, PayTrove, AuditTrove, SQMTrove and PracticeTrove.
Viewer: The read-only role, for an inspector or a reviewer from outside the firm.