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Finance - Accounting Procedures Template

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Chances are, your accounting and HR team have tasks that they need to complete on a weekly and monthly basis. Use this project to keep them on track, and maintain passive visibility to make sure nothing important has fallen through the cracks.

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Finance - Accounting Procedures in Priority Matrix

Help your administrative team stay on track with daily, weekly, and monthly procedures.

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Proposed Tasks

Daily Tasks

Check daily report for projects
If your finance team has daily tasks to complete, use the 'Dates' button above to make the task re-occur daily. This will help your team know exactly what to do on a daily basis. As a manager, you'll know right away if your team forgot to complete an important daily …

Weekly Tasks

Enter hours into Quickbooks
Fill in the rest of this quadrant with any weekly tasks your team needs to complete :) Use the 'Dates' button to make this task re-occur weekly.
Project Architects - report extra hours
Add your project architects as 'followers' to this task. Use the 'Dates' button to make this task re-occur weekly. They can use the 'conversation' section (our in-app chat) to quickly report how many overtime hours they've put in for the week so your finance team has a clear record. Fill …

Monthly Tasks

Summary to Principal
Fill in the rest of this quadrant with any monthly tasks your team needs to complete :) Use the 'Dates' button to make this task re-occur monthly.