Dashboard

21 May 2026

Macro Corporate Solutions

Client operations at a glance — Thursday 21 May

Total Clients

368

High Risk

51

217 medium risk

Annual Returns Overdue

71

20 more due in 30 days

Total Outstanding

RM 1,126,105

Macro + INA2ND

No PIC Assigned

56

Clients without owner

Audit Overdue

38

Past due date

Risk Distribution
High Risk51
Medium Risk217
Low Risk100
Compliance Status
Accounting70/368
Audit88/368
Form C309/368
SSM/MBRS0/368
Annual Return0/368
Form E255/368
E-Invoice0/368
Done
In Progress
Risk
Deadlines
020406080AnnualReturnAudit DueRetainerFeesNo-Audit /MBRS
Overdue
Due 30d
Due 60d
What Needs Attention

71 annual returns are overdue. 20 more due within 30 days. Statutory exposure is accumulating.

Review overdue AR queue and assign PICs immediately

Total outstanding across both entities exceeds RM1.12M. Collection velocity appears stalled on multiple accounts.

Activate collection escalation for top 10 accounts by amount

56 clients have no assigned PIC. These clients are invisible to the workflow system.

Assign PICs to unowned clients before next compliance cycle

38 audit items are overdue. 21 clients show risk status in audit update field.

Prioritise audit completion for clients with dependent AR submissions

Team Workload
ASHRAF
89 clients22 overdue
KEITH
45 clients12 overdue
TP
38 clients9 overdue
ADC RANDY
32 clients7 overdue
Unassigned
56 clients18 overdue
Others
108 clients15 overdue