Optimize your Accounting Workflows in Financial Cents with Kellie Parks

In this webinar with Kellie Parks, CPB, of Calmwaters Cloud Accounting, we walk you through a step by step guide on how to set up your accounting workflows inside Financial Cents.
Timestamps:
0:01 Introduction
9:46 Financial Cents’ Power Tools
13:00 Creating Task Lists
14:31 Sample Template
15:20 Client Profiles
15:30 Creating Templates in Financial Cents
19:10 Kellie Parks’ Resources
19:23 Adding Resource Links
19:56 Tag Automators
21:15 Task dependencies
28:00 Custom Upload Buttons and Text
34:52 Closing tasks and projects
45:59 Client Profiles and Organization
47:04 Notifications and comments
51:34 Conclusion
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