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New feature: Workflow Templates

New feature: Workflow Templates

We just released a new feature that will allow you to create a project and all of its tasks in seconds!

Workflow Templates!

Now you never have to create a project from scratch! All you have to do now is just create a project from one of our FREE workflow templates (monthly bookkeeping, payroll, tax returns, etc.) and then duplicate it over to all your other clients. You can even create your own workflow templates if you want!

Ultimately, this will allow you to automate your accounting & bookkeeping firm in seconds! Check out how it works below!

First, select which template you want to create

  • Payroll, Month-end close, monthly bookkeeping, tax return, weekly bookkeeping, etc.

Bookkeeping Workflow

 

Second, fill out the other important information

  • Assign it to a client
  • Assign the work to yourself or delegate it to an employee
  • Pick a due date & set the project to recur (if applicable)

Bookkeeping Workflow

 

Third, make any adjustments to the project and it’s of its tasks (if needed).

Bookkeeping Workflow

Lastly, copy the project and its tasks over to your other clients by duplicating it.

Bookkeeping Workflow

Voila. You have created all your monthly bookkeeping projects for your clients and can now track your work to ensure you hit your deadlines.

New Feature: Workflow Templates 1

 

Watch how I automate my monthly bookkeeping workflow in less than 30 seconds.

 

Here are a few of the templates we created for you.

  • Bi-weekly payroll
  • Weekly Bookkeeping
  • Monthly bookkeeping
  • Month End
  • Tax Returns

 

Check out other new features at – https://financial-cents.com/new-feature-releases/ 

By Shahram Zarshenas

Laying the foundation to scale your firm is tough. You have to document your workflows, establish collaboration channels for your team, and implement the right tech to overcome the challenges you will face as you.

Shahram Zarshenas has helped thousands of accounting firms overcome these challenges. He is the CEO of Financial Cents, an easy-to-use practice management software built to help accounting firms track the status of client work, collaborate with their team, and get work done.