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Backlog: Outstanding Tasks & Unique Cases

Updated: Jan 5, 2023

The Accounting CRM from DataGrows is designed to populate upcoming tasks automatically.

If you add a client that has outstanding tasks from previous months or years, these tasks can be added manually.

To do this:

  • Go to the relevant task table

  • Add a new record by clicking on 'ADD RECORD' in the top right corner.

  • Select the client from the Client dropdown, then add the necessary information.

  • Click Save & New.

*We recommend adding a new record for each outstanding period. Alternatively, you can add one record and add a note stating the periods which need to be caught up.


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