The Accounting CRM from DataGrows is designed to populate upcoming tasks automatically.
Adding tasks already past due or not scheduled on time
Adding tasks already past due or not scheduled on time
If you add a client that has outstanding tasks from previous months or years, these tasks can be added manually.
To do this:
Go to the relevant task table
Add a new record by clicking on 'ADD RECORD' in the top right corner.
Select the client from the Client dropdown, then add the necessary information.
Click Save & New.
*We recommend adding a new record for each outstanding period. Alternatively, you can add one record and add a note stating the periods which need to be caught up.
Adjusting Task Due Dates
Adjusting Task Due Dates
DataGrows provides recommended due dates and, where applicable, uses statutory deadlines.
However, you can update a task's due date if you wish to complete the work earlier than the system recommendation.
When adjusting due dates:
Ensure the revised deadline is realistic and achievable.
Communicate any changes clearly to team members.
Consider the impact on workload planning and scheduling.
Important: Changing due dates should be done with care. If due dates are extended unnecessarily or tasks are scheduled too far into the future, penalties, missed deadlines, or other consequences may result.