accounting workflow software

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!

Start your FREE 14-day trial today!

 

Learn about more of our accounting practice management features here

 

accounting workflow software

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…)

Workflow Template Updates

Workflow Template Updates!

 

Now you can make more detailed templates in Financial Cents to better streamline your process!

Here are some of the new updates to the Templates: (more…)

5 Reasons Why Your Business Should Use Accounting Software

5 Reasons Why Your Business Should Use Accounting Software

 

The accounting workflow is a multi-step one that involves multiple people other than the accountants themselves. It can be convoluted, especially when there are no tools to ease the completion of tasks and the collaboration of the different parties that need to work together. (more…)