How to Handle Unfinished Elements When Moving Jobs

Before, when the job was moved manually, all linked elements were moved together, resulting in excess information. If the invoice was replaced by another one and the document is already approved over the phone, why do you need it to be linked to a job that moves further in the process?

You can now decide what to do with pending organizers, unpaid bills, unsigned contracts and documents, incomplete tasks, etc. For example, you can submit an organizer or mark client tasks in messages as complete right in your pipeline (no need to go to the Organizers or Messages section).

You can also unlink any element or move to the next stage if you still need it in the context.

Read more: https://help.taxdome.com/article/237-linking-objects-to-jobs#4

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​.

Before, when the job was moved manually, all linked elements were moved together, resulting in excess information. If the invoice was replaced by another one and the document is already approved over the phone, why do you need it to be linked to a job that moves further in the process?

You can now decide what to do with pending organizers, unpaid bills, unsigned contracts and documents, incomplete tasks, etc. For example, you can submit an organizer or mark client tasks in messages as complete right in your pipeline (no need to go to the Organizers or Messages section).

You can also unlink any element or move to the next stage if you still need it in the context.

Read more: https://help.taxdome.com/article/237-linking-objects-to-jobs#4

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​.