How to Auto-Notify Accounting Team Members When Their Work is Ready to Begin

Meeting client deliverables (at scale) depends on your ability to seamlessly hand off tasks between team members.

If you don’t have a solid system to manage this:

• Non-urgent tasks will be prioritized over urgent work.
• Team members will waste productive resources tracking projects to see when their tasks are due.
• Tasks will slip through the cracks because someone forgot to do it on time.

What if you could automatically establish clear priority for these tasks and notify each team member whenever their tasks are due to begin? That’s where Financial Cents comes in.

Here’s how it works 👇

Step-by-Step Guide:

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Why Automated Notification is a Game Changer

The automated notification is crucial for accounting workflows because it:

• Eliminates manual follow-ups and unnecessary waiting periods
  
  Effective communication will help your staff members stay up-to-date with each project’s status and when to start their portion of the work.
  
  If this communication is done manually, they’ll have to spend billable hours sending and receiving emails and messages.
  
  Thanks to the task dependency feature, they’ll be automatically notified whenever projects are ready for them, saving them the stress of following up with multiple projects to get this information.
• Ensures work moves forward as soon as it’s ready
  
  Most accounting tasks stay unattended because of forgetfulness and the absence of a sense of urgency.
  
  By notifying your team members when their tasks are ready to begin, task dependency draws attention to tasks, preventing anyone from waiting any longer than necessary.
• Reduces bottlenecks and missed deadlines
  
  When the order and priority of the tasks in a project are unclear, your team members can prioritize non-urgent tasks over tasks that require immediate attention.
  
  By the time your team realizes it, it might be too late to complete the work before the deadline.
  
  Task Dependency solutions make non-urgent tasks inactive so that all urgent work can be performed first, and ensure assignees are notified once the task is due.
• Keeps team members focused on what’s at hand
  
  By making non-urgent tasks inactive in your workflow dashboard, the task dependencies help your team members focus on tasks that require immediate attention.
  
  This saves them from worrying about forgetting tasks, which can keep them from doing their best work.
  
  Knowing that Financial Cents will remind them once any other task is due enables them to concentrate their time and energy on current tasks.
  
  For example, Mark’s team struggled to hand work off to one another before using Financial Cents. They had to schedule and reschedule tasks severally, which was time-consuming and unsustainable.
  
  Mark said, “The workflow was much more difficult. Handling tasks from one person to the next was just not working. So we had to reschedule.”
  
  With Financial Cents, all of that has become a thing of the past.

Automate Work Hand-Off in Your Firm Using Financial Cents

Financial Cents helps to coordinate your workflows by notifying your staff members when their tasks are ready.

It also prevents non-urgent tasks from cluttering your employees’ dashboards by making them inactive until the predecessor tasks have been completed, helping your team members execute their current tasks more mindfully.

Without this feature, you’ll have to dedicate staff to track individual projects and notify everyone when tasks are due.

But more often than not, the staff member will get distracted and forget to notify assignees on time, which can create inefficiencies in your workflow system.

Then there’s the issue of the cost of maintaining such a staff when a computer program is cheaper and more efficient.

Don’t take our word for it. Test run the Financial Cents task dependency feature today with our 14-day Free Trial.

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