Organize your firm’s workflow with project tags
Due to popular demand, we just released the ability to create custom tags for your client work to help you get more visibility into your firm’s workflow and increase productivity. (more…)
Posts archive for January, 2020
Here To Help Grow Your Practice
Due Dates for Workflow Template Tasks (New Feature)
Due Dates for Workflow Template Tasks
We just released a new feature that will help you streamline your workflows even more by making it easy for your staff to know which tasks to complete first. (more…)
Easily manage your staff’s workload (New Feature)
Easily manage your staff’s workload
We just made an update to your workflow overview that makes it easier for you to manage your staff’s workload!
Now when you filter your view to see the work for a specific staff member or client the overview boxes will update to show you how many projects are Due Today, This Week, Next Week, and Overdue for that specific person.
For example, If you wanted to see what Kevin’s workload looked like over the next two weeks all you have to do is filter by his name. Then you can see how many projects he has Due Today, This Week, Next Week, and Overdue. As an owner or manager, this gives you the visibility you need to make sure your staff isn’t falling behind on client work.
See how it works in this 7-second video.
Easily manage your staff’s workload with Financial Cents!
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Learn about more of our accounting practice management features here
Get visibility into your accounting workflow (New Feature)
Get visibility into your accounting workflow
We just released a new feature that makes it easy to see how much client work lies ahead so you don’t get surprised and fall behind on your deadlines! (more…)
Workflow Templates: Drag & Drop Tasks (New Feature)
Workflow Templates: Drag & Drop Tasks
We just made an update to our workflow templates that makes it easier for you to customize them! (more…)