Most Popular Articles

• Create a new workflow system: Video 1/5 - Stages and steps
• A suggestion for automating Personal Tax payment reminders
• Glide set up task list
• Long guide: Staff allocation
• Handling Unincorporated clients on the main Accounts workflow
• Create a new workflow system: Video 3/5 - Statutory deadlines are target dates
• Ensure annual billed clients are billed
• Allocating all payroll (etc) jobs to one person
• Create a new workflow system: Video 2/5 - Job positions, job holder and the pool
• Switch jobs from a departing staff member to a new staff member