The videos below form a guide to the Accounting and Auditor Practice Management and CRM App. It will take you through various functions and workflows you will need to use the app. Please ensure you have uploaded your clients before watching these videos. If you still need to upload your clients, please click on the button below to go to the getting started blog post or contact support@mydatagrows.com for assistance.
If your clients have already been uploaded, please continue through the videos below. If you have questions at any point, email support@mydatagrows.com or send a WhatsApp to +27 63 426 0080.
In this post, we will cover:
Training on using the app
2. Client Log, Unique Tasks, Firm & Adhoc Tasks
3. Quick Tips: Search/Filter, Manage Columns and more...
7. Capture Backlog and Change Due Dates
9. Remove Tasks and Switch Off Services
Additional setup Videos
1. A Typical Day's Workflow
2. Client Log, Unique Tasks, Firm & Adhoc Tasks
3. Quick Tips: Search/Filter, Manage Columns and more...
4. CIPC & SARS Tasks
5. Firm Settings
6. How To Use The Timer
7. Capture Backlog and Change Due Dates
8. How to Reassign Tasks
9. Remove Tasks and Switch Off Services
10. Advanced Filter
11. Authorize Time
Additional Setup Videos
1. Firm Settings
2. Setting Up User Rights
3. Rates and Retainers
4. Share Register
For any further training, please visit The Manual or contact Support@mydatagrows.com to book a training session.