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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!

Now you can easily drag and drop the tasks to reorder the steps in your workflow templates. This allows you to:

  • Easily edit or improve your workflow templates in Financial Cents in a few seconds.
  • Easily streamline your process and maintain quality across your team.

 

Watch this 15-second video to see this new feature in action!

 

Streamline your bookkeeping workflows today!

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Learn about more of our accounting practice management features here

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