recurring jobs

25 January 2017

New workflow frequencies for payroll + client specific automated targets

Ben explains three subtle new features that were uploaded at various points during late December / January 2017, including two new payroll frequencies, a client specific target setting action and route specific widgets for tax job progress.

15 September 2016

Digita and CCH users see how Paul enhanced his practice management with Glide

Digita and CCH users -> See how Paul enhanced his practice management with integrated workflow and dashboards [new add on release].

12 September 2015

Prioritising workflow within your Accounting firm – Part 2/4

In the first part of this four part blog we discussed the basic building blocks of a workflow route; the stages, progress buttons and workflow actions. Here we shall look at how you can differentiate all of these aspects to […]

3 September 2015

Prioritising workflow within your Accounting firm – Part 1/4

What client work should I, or my colleagues, focus on right now? The ability to accurately answer this question is key to a happy client base. The ability to answer it quickly, at any given time, without expending excessive time or brain […]