• Accounting CRM

Outstanding Tasks & Unique Cases

The Accounting CRM from DataGrows is designed to populate upcoming tasks automatically. If however, you upload 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 and add a new record by clicking on +Record.

  • Select the client from the client dropdown then add all of the necessary information.

  • Once done 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 period which needs to be caught up.


Recent Posts

See All