And this is how it works...
Where can I find this function?
Under the menu ⨠Tasks.
Open (1): All new and/or not yet processed tasks are displayed under open.
Missing receipts (2): Here documents are displayed, which have been created for you by your trustee in order to submit a document later.
Archive (3): All completed tasks move to the archive.
Create a new task
Open the Tasks module and select ⨠ + New task in the upper right corner.
Always choose a detailed and unique title so that you and other users can find their way around the task overview more easily. Under description, the task can be described in more detail.
Choose a due date.
Leave the status at pending if this task is new and unprocessed.
For confidential, you can make this task visible only to yourself by selecting "private". Otherwise, other users can also view this task.
With assigned user you can select the responsible person. Unless notifications have been turned off, the assigned user will be notified of the task via email.
If you additionally want to share this task with your fiduciary, check the box "share this task with advisor".
Then click ⨠Save.
Edit and manage tasks
Open the Tasks module.
With the filter you can easily view the tasks you want.
In the overview you can always see all open tasks and their due date and status.
You can edit, view or directly delete any task.
Comment function
Open the Tasks module and click ⨠ 👁 on a task.
The comment function is used to share information afterwards or separately. This field can also be used as a kind of chat between user/advisor.
❗ IMPORTANT: You will not receive a notification when a comment has been entered!
Accounto PowerUser
When you create a task in a document, this document is always attached to the task and vice versa. This way you save explanations as all information is visible.
The same applies when reconciling transactions where the receipt is missing "Request receipt from customer".