The Accounting table is the first table in the Accounting Department.
The system will automatically schedule accounting tasks for any client where accounting is switched on in the client table.
The below steps will be covered in this blog post.
To switch on accounting:
Go to the Client table.
Click on a client.
Scroll down to the Services section.
Select an accounting type from the Accounting dropdown.
Then set the Start month if you selected bi-annually, annually, or quarterly under the accounting type.
Select an Accounting Due Date from the dropdown.
*It is important to note that the system only schedules tasks you can currently work on. So if you select Annual accounting with a start month of March, but it is now August. The system will only schedule this task closer to March to avoid cluttering your feed.
If Monthly accounting is selected and the record is saved, two tasks will render in the Accounting table. One for the current month so you can keep track of tasks as you go and one for the previous month.
Working on a Task
To work on an accounting task:
Go to the Accounting table
Click on a record
There will be a Summary section and a Details section. All of our automated tables work in this way.
Once you start working on a task, change the status in the Summary section to In Progress. Once the task is done, change the status to Completed. The task will then move away from the main table and into the archive table.
The Details section gives various checkboxes of steps you can follow to complete the task. You can check checkboxes as you work, save the record and continue later. If you know the steps by heart, you can just use the status dropdown in the Summary section.
The table also has a Notes column for any comments relating to the task.
This table has a 'Review Management Reports' dropdown.
o When 'Please Review' is selected, the task reminder in the All Tasks Due table will move from the accountant and be assigned to the Manager. Where no Manager is selected, the task will be assigned to the Partner. Where no Manager or Partner has been selected, the reminder will stay assigned to the Accountant.
o When 'Reviewed' is selected, the task will be reassigned to the Accountant in the All Tasks Due Table.
A reminder will appear in the All Tasks Due table indicating the number of Accounting tasks due for a particular date.
If you click on any of the blue hotlinks, you will be taken to the task in the Accounting table, where you can start working on it.
Filter & Sort
You can search/filter and sort on any column by clicking on the 3-dot menu next to the column name. Sort will allow you to sort Ascending or descending, while filter will provide various options and allow you to type in a specific name. This post goes into more depth regarding the filter and advanced filter.
DataGrows allows you to keep track of time spent on any task. This post will go into more detail on that.