Dashboard

Owned by Stephanie McLean
Last updated: Jul 12, 2023 by Lauren Pomerleau
1 min read

 

Recommendation Tracker

The Recommendation Tracker displays metrics of recommendations that have been applied to entities across the whole firm.

  • MONITOR: this recommendation is on file; no immediate action required

  • DISCUSS: this recommendation is on the list to be reviewed for implementation

  • IMPLEMENTING: this recommendation is being implemented pending additional action required on the accountant or client’s side

  • IMPLEMENTED: this recommendation has been applied to the entity’s account

  • NOT IMPLEMENTED: this recommendation has not been applied to the entity’s account

Recent Entities

This is a list of entities that have recently been added or modified by any user at the firm.

Recent Contacts

This is a list of contacts that have recently been added or modified by any user at the firm.

 

 

 

Top Recommendations Added by Your Team

This is a list of the most commonly assigned recommendations by users at your firm.

 

Video Resource

https://www.loom.com/share/e6445c911af148c0960e85e950880eac?sid=703e519d-448d-4720-a663-cfbd65c04680

 

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