Financial Cents Getting Started in FC Workflow
Are you new to Financial Cents? Not sure how to incorporate it into your business' workflows?
This comprehensive guide will walk you through everything you need to know and do to start off on the right foot with Financial Cents.
If you don't take the time to set up your backend systems properly, your business will be less efficient, less profitable, and less likely to hold on to valued clients.
Luckily for you, we’ve already done all the leg work! Created by accounting professionals who know and love Financial Cents, this guide is your one-stop-shop for Getting Started with Financial Cents.
What You Get:
Step-by-Step Guide to Getting Started in Financial Cents including:
Settings
Navigation
Client cards
Project templates including dependencies, recurring customization, client tasks...
Time tracking
Dashboard customization
There is also a workflow for adding the Recats feature to your client files in Financial Cents.