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Our new Task List (and how you made it even better)
... simplified Task List – with more control, visibility and filter options than ever before. It’s all part of our ... filters to create your ideal Task Lists Apply multiple filter options at once: Previously you could only filter Tasks by one filter option. Now you can combine ...
25th Jul 2022 | Industry insights -
The unstoppable evolution of AccountancyManager…
... progress with the Task Progress Overview widget. You can filter this information by service and how soon the deadlines ...
20th Jul 2022 | Industry insights -
How to fill in your Client Import spreadsheet
... you add, the more useful AM will be. Remember, you can filter and sort your Client List using this information too. ...
31st May 2022 | Industry insights -
Client communication: No more last-minute panic
... 2. Saves your client time Clients don’t have to filter through emails to find your request The interface ...
3rd May 2022 | Industry insights