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.