New Feature: Ability to put tasks on hold
Author: Financial Cents
In this article
We just released a new feature that will allow you to keep track of which tasks you are waiting on something outside of your control to complete it.
The ability to put your tasks on hold!
For example, if you are waiting for approval before you send paystubs you easily mark a task on hold and record the reason why. See how it work below!
Any projects with a task on hold will also have a yellow dot to help you quickly identify which projects are on hold in one simple view. In the project view, you can also see how many tasks within a project are on hold (see below).
Task view (on hold indicator)
Project view (on hold indicator)
Check out our website to learn more about our accounting practice management software features.
Instantly download this blog article as a PDF
Download free workflow templates
Get all the checklist templates you need to streamline and scale your accounting firm!
Subscribe to Newsletter
We're talking high-value articles, expert interviews, actionable guides, and events.
The 10 Best Client Portals for Accountants
This article reviews the top 10 client portals for accountants to help you choose a suitable solution and avoid the pressure and…
Mar 28, 2024
Introducing ReCats: A Better Way to Manage the Chaos of Uncategorized Transactions
Uncategorized transactions are a headache for accountants and bookkeepers. Fortunately, ReCats, Financial Cents’ latest feature, solves this problem. Here’s all you need…
Mar 22, 2024