Accounting ops manager: keep CPE report current and accurate

Operations managers in accounting miss CPE approvals, creating gaps in scheduling and compliance. This keeps the production report current so project managers assign sessions and track status immediately.

Overview

Missing approved CPE entries disrupt scheduling and create compliance risk for small accounting firms. This workflow feeds every approved or updated course into your production spreadsheet so project managers assign sessions without manual checks, producing cleaner logs and far fewer missed entries.

Notable Features

Add approved courses to spreadsheet
Filter course changes by approval status
Notify project manager on update