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The billing process in larger firms is often handled by admin staff, but afterwards they need to allocate the invoice to the team member responsible for the client. Now they can assign invoices to other team members. It makes for less friction and more streamlined teamwork.
Learn more: https://help.taxdome.com/article/783-team-advanced-assign-invoices-to-the-other-team-members
Check out TaxDome Academy https://academy.taxdome.com/ for comprehensive courses about our system.
TaxDome is an all-in-one practice platform for CPAs, bookkeepers, and accounting firms https://taxdome.com/
If you haven’t heard of TaxDome, join our daily demo to see automations in action: https://taxdome.com/demo
If you’re a TaxDome user, join our daily webinars where we go in-depth into the topic at hand, discussing features, use-cases, and ample Q&A: https://taxdome.com/webinars
Download TaxDome firm mobile app on iOS & Android:
https://apps.apple.com/app/taxdome/id1571125699
https://play.google.com/store/apps/details?id=com.taxdome.firm
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Allow Employees to Assign Invoices to Each Other
The billing process in larger firms is often handled by admin staff, but afterwards they need to allocate the invoice to the team member responsible for the client. Now they can assign invoices to other team members. It makes for less friction and more streamlined teamwork.
Learn more: https://help.taxdome.com/article/783-team-advanced-assign-invoices-to-the-other-team-members
Check out TaxDome Academy https://academy.taxdome.com/ for comprehensive courses about our system.
TaxDome is an all-in-one practice platform for CPAs, bookkeepers, and accounting firms https://taxdome.com/
If you haven’t heard of TaxDome, join our daily demo to see automations in action: https://taxdome.com/demo
If you’re a TaxDome user, join our daily webinars where we go in-depth into the topic at hand, discussing features, use-cases, and ample Q&A: https://taxdome.com/webinars
Download TaxDome firm mobile app on iOS & Android:
https://apps.apple.com/app/taxdome/id1571125699
https://play.google.com/store/apps/details?id=com.taxdome.firm
