Your workflow dashboard is the first thing you see every day when you log into Financial Cents. This is where you can easily track the status of client work and ensure nothing slips through the cracks.

Owners/Managers: You can track the status of your work and your team's work

Staff Members: You can easily see what you have to work on next and when it is due

You will be able to see the work, the status it, what client it is for, the start date, the due date, and who on your team is responsible for the work. Giving you complete visibility.

Workflow Filters

If you have several team members there may be a lot of work in this view. You can easily filter down your view to only see the work that you want to see.

Below are the filters you can use and how they work.

Search Bar: You can filter by the title of work, assignee, and client. For example: filter your view to just display bookkeeping work by typing "Bookkeeping."

Tags: These are custom filters that you can create. Every firm is different and tags allow you to create filters that fit your process. You can learn more about tags in this article.

Assignees: Filter by assignees/ team members to track the status of their work.

Clients: Filter to just see the work for a specific client. Great for when a client calls asking for an update.

Due Date: Filter by the due date to just see work due today, this week, next week, this month, and more

Show Who's Next: This is an advanced filter that lets you see who actively working on the project from the workflow view. For managers, this lets you quickly see who's queue each project is in. For staff members, it will only show the work that you are needed on at this given moment. You can learn more in this article.

Client Groups: Filter your dashboard to only show work related to a specific client. For example, tax clients, bookkeeping clients, leads, etc. You can learn more about client groups in this article.

You can easily use multiple filters together to get a more granular view of work. For example:

  • Bookkeeping due this week (Search: Bookkeeping + Due Date: This week)

  • Tax returns due this week (Search: Tax returns + Due Date: This week)

  • Work due this week on hold ( Filter: This week + Tag: Waiting on client info)

Once you understand which views matter most to you can save them to easily switch back and forth between important views. You can even choose one to be the default view every time you log into Financial Cents. You can learn more about saved views in this article.

FAQ's

  • Can I export all my work into excel?

    • Yes, you can easily export all your work into excel to manipulate the data and run reports. The export button is found in the top right-hand corner of the workflow dashboard.

  • Can I customize my workflow dashboard?

    • Yes, you can hide and show certain information as well as change the order of the columns. You can learn more in this article.

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