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Your workflow can be automated even more!
Now if there’s a job with an invoice-locked document in your pipeline, it will automatically be moved to the next stage when the invoice is paid.
Learn more about automations you can set up in TaxDome: https://help.taxdome.com/article/141-locking-a-document-to-a-bill#automove
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.
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Automatically Move Job to Next Stage When Invoice is Paid
Your workflow can be automated even more!
Now if there’s a job with an invoice-locked document in your pipeline, it will automatically be moved to the next stage when the invoice is paid.
Learn more about automations you can set up in TaxDome: https://help.taxdome.com/article/141-locking-a-document-to-a-bill#automove
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.
