Skip to content
Log inSign up
Templates
Create client folder and monthly bookkeeping list for setup

Create client folder and monthly bookkeeping list for setup

You lose time when bookkeeping services are added without a client project, leaving setup unclear. The workflow creates a client folder and monthly bookkeeping list so coordinators can start same day.

Create client folder and monthly bookkeeping list for setup

Overview

When bookkeeping is added to a client, manual project creation wastes account manager time and delays implementation. This flow provisions a client folder and monthly bookkeeping list automatically so key account managers and coordinators can begin setup the same day.

Create client folder and monthly bookkeeping list for setup