How to Create Workflows for Fiscal Year Ends

  • 22 May 2023
  • 1 reply

We are finding it it very time consuming and very difficult to try and figure out how to enter workflows for clients that have fiscal year ends.  Does anyone know of an easy how-to process for this?

1 reply

Userlevel 3
Badge +4

Hi Sandy. Could you tell me a bit more about why year end is difficult compared to any other type of workflow you are creating? Have you checked out the templates already built for year end?