New Feature: Easily manage your staffs workload
Author: Financial Cents
In this article
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!
Learn about more of our accounting practice management software features.
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