New Feature: Get visibility into your accounting workflow
Author: Financial Cents
In this article
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!
Now at the top of your Project & Task View you can see the # of projects or tasks Due Today, This Week, Next Week, & Overdue.
This will give you constant visibility into your client workflow so you can plan ahead and never get blindsided by upcoming projects. Check out the new feature below.
We will be releasing another update to the workflow snapshot that will allow you to see the number of projects due for your staff so you can better manage your staff’s workload.
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