Get a quick overview of your team’s workload capacity, so you can manage resources more effectively, quickly reassign tasks, and make sure that your team has enough time to get their work done on time.
Quickly see how much work each team member has on their plate.
Set the number of hours each person on your team works every week so it can identify which team members have too much work on their plate.
Quickly see how many hours over capacity your team so you know exactly how much of an adjustment you need to make.
Easily view the projects and reassign the work to someone else on your team with enough time to get the work done on time.
Create a recurring project
Copy it to all your clients
Track progress & collaborate with your staff
Financial Cents exists to serve a variety of financial institutions, including:
You can also view our collection of FREE bookkeeping & accounting templates:
A cloud-based solution that makes it easy for accounting firms to manage client work, collaborate with staff, and hit their deadlines
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