The All Tasks Due table summarizes all upcoming deadlines with hotlinks to the specific details for each task.
The All Tasks Due table is located at the top of the left navigation or the top of the home screen.
It displays the Accountant, Partner, Manager, Due Date, and a number under each task column due for that day.
To access the exact details for each task, click on the blue hotlinks, and the relevant table will open. You can immediately start working on the tasks from here.
You can filter on a specific accountant by clicking on the 3-dot menu next to the accountant column and then selecting Filter. All other roles that are filtered on their own tasks will only see their own summary under the All Tasks Due table.
To filter on a due date, click on the 3-dot menu next to the Due Date column and select Filter. Here you can filter on a date range. If you only want to filter on one specific day, enter this day in both the from and to date tabs.
All active filters display in the top right corner and can be removed by clicking on the x
The All Tasks Due table Report
The All Tasks Due table also gets emailed out as a report every Monday morning to your staff. The report contains a 30-day summary of all tasks grouped per accountant. Click on the + in the left panel to expand the group.
It also gives a details tab for each accountant containing a detailed breakdown of each of their tasks.