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Glide Workflow

  • Can I re-open a completed job?
  • Is the Companies House deadline updated when year end extended very close to the deadline?
  • What is the difference between a job and a task?
  • What is the difference between the Preparer and Holder?
  • I have too many jobs in my jobs held list
  • Does Glide show the 1st year Companies House deadline? [UK only]
  • How does a job enter/leave the pool?
  • When should I use a new sub-system?
  • Can payroll jobs go to the Last Friday/Working day etc?
  • When is a job marked as complete?
  • Can I restore a deleted job?
  • De-link client partner and/or manager from a workflow system
  • Is my actual date alongside the wrong stage?
  • Can I print my workflow diagrams to share with colleagues
  • How do I close down a client we no longer act for?

Categories

  • Client data
  • E-mails and SMS
  • Glide Time
  • Glide Workflow
  • UK workflow templates
  • User management
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