Workflow Dashboard And Workflow Reporting | Cloudoffis SMSF Sorted Pro
With quick-access workflow buckets, a user-friendly interface, and handy filters and shortcuts, keeping track of your funds—and who’s doing what with them—is super easy.
At a glance you can see:
-Whole workload—all funds—visible in one place
-Job queues
-Staff assigned
-Job status
-Percentage completed.
Move funds between “buckets” quickly and easily, tracking them as you go.
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