Replies posted by Jennifer N Dimeck

2 Replies

Jasmine Oldham
Beginner
Jasmine OldhamBeginner
asked in Share Tips & Best Practices

Workflow for requesting receipts from clients?

My firm uses the bank feeds. All of our clients are audited every year by an independent CPA. We do not record anything that is not documented. So, we use the bank feeds to match transactions. Anything that is left in the bank feed list are items that do not have documents. This can be exported to Excel and sent to the client. We do this on a weekly basis.

3
Ivan
Beginner
2 years ago
scottkay
Beginner
scottkayBeginner
asked in Ask a Peer

Internal Practice management

Using Views in To Do is the only way to manage the soul crushing number of items in there. I use To Do only for emails and notes assigned to me. I created a saved view that filters out tasks and work items, leaving only the items that came through emails or notifications. I make sure to attach every item in my To Do list to a client, then I sort my list by client. That allows me to work on one client at a time.I also have a saved view that sorts items by Due Date. I assign a due date to every item (email and note) in my To Do list to keep me accountable.

7
max
Sr. Karbon Community Guide
2 years ago

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