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Ilkley Accountants Group

ILK751ActiveTime and materials

ilkleyaccountants.co.uk · Accountancy · Account manager Rachel Byrne

Microsoft 365Healthy33 hr agoSupport & assets (SQL)Healthy25 hr ago

01 Jan 202625 Aug 2026 · month buckets · applies to every section

Customer timeline

Sync milestones, licence and user movement, equipment changes, findings, opportunities and generated packs — aggregated so routine activity does not become noise.

  1. Microsoft 365 sync successSync
    Datasets: users, licences, usage reports. Auth mode gdap.
    24 Aug 2026
  2. Pipeline: 45-seat Microsoft 365 E3 migration + Intune — Awaiting Third PartyOpportunities
    Owner Rob Hall. Email sent. Next with Third Party.
    22 Aug 2026
  3. Finding raised: 58 machines supported on a time and materials basisAlerts
    Support · information · CON-NO-MANAGED
    30 Jul 2026
  4. Pipeline: Windows 10 to Windows 11 device refresh — Awaiting Third PartyOpportunities
    Owner Ben King. Awaiting third party. Next with Third Party.
    29 Jul 2026
  5. 3 users added this monthUsers
    User count moved from 55 to 58.
    28 Jul 2026
  6. Finding raised: 29 in-service assets are out of warrantyAlerts
    Device lifecycle · warning · AST-WARRANTY-EXPIRED
    19 Jul 2026
  7. Technical Review pack generatedReports
    Generated by Tom Whitfield · customer-facing classification.
    28 Jun 2026
  8. 2 users added this monthUsers
    User count moved from 52 to 54.
    28 Jun 2026
  9. Finding raised: 2 warranties expire within 90 daysAlerts
    Device lifecycle · information · AST-WARRANTY-SOON
    23 Jun 2026
  10. Finding raised: 11 devices beyond their expected lifecycleAlerts
    Device lifecycle · warning · AST-AGE
    20 Jun 2026
  11. Finding raised: 18 devices on a legacy operating system buildAlerts
    Device lifecycle · warning · AST-OS-LEGACY
    02 Jun 2026
  12. Licensing Review pack generatedReports
    Generated by Rachel Byrne · customer-facing classification.
    21 May 2026
  13. 2 assets added to inventoryAssets
    Recorded by the operational source system.
    15 May 2026
  14. Finding raised: Endpoint protection is not on a DCS contractAlerts
    Security validation · warning · CON-NO-ENDPOINT-PROTECTION
    04 May 2026
  15. 3 users added this monthUsers
    User count moved from 49 to 52.
    28 Apr 2026
  16. 2 users removed this monthUsers
    User count moved from 51 to 49.
    28 Mar 2026
  17. Customer branding updatedSettings
    Logo and primary colour saved as the new default for future packs.
    23 Mar 2026
  18. 5 users removed this monthUsers
    User count moved from 60 to 55.
    28 Feb 2026
  19. Executive Review pack generatedReports
    Generated by Priya Raman · customer-facing classification.
    16 Feb 2026
  20. 2 users removed this monthUsers
    User count moved from 63 to 61.
    28 Jan 2026
  21. Technical Review pack generatedReports
    Generated by Ellie Marsh · customer-facing classification.
    26 Jan 2026
  22. Licensing Review pack generatedReports
    Generated by Rachel Byrne · customer-facing classification.
    22 Jan 2026
  23. 2 assets added to inventoryAssets
    Recorded by the operational source system.
    15 Jan 2026

Events in view

23 of 40 recorded events

iHow the timeline is builtShow
Routine movement is aggregated rather than listed one event at a time — “12 users added this month” instead of twelve separate cards. Sync milestones, licence changes, equipment, findings, opportunities and generated packs all feed the same list.