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The jobs can be moved either manually or automatically.
If any of the elements linked to a stage weren’t completed, use one of the options from the pull-down menu to decide what to do with them.
Read about jobs in our Help Center: https://help.taxdome.com/article/109-using-jobs#15
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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Moving Jobs to New Stages
The jobs can be moved either manually or automatically.
If any of the elements linked to a stage weren’t completed, use one of the options from the pull-down menu to decide what to do with them.
Read about jobs in our Help Center: https://help.taxdome.com/article/109-using-jobs#15
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.
