How to Extend Due Dates

Apply due date extensions for client work in Financial Cents

Shahram Zarshenas avatar
Written by Shahram Zarshenas
Updated over a week ago

Now you can set "Extension Due Dates" for work that needs to be extended. For example, tax deadlines.

If this is a recurrence, when you extend the due date the system will keep the original due date when the project recurs. For example, if you had a Tax Return due on April 15th, 2020, and then extend it to October 15th, 2020. The recurred Tax Return project will have a due date of April 15th, 2021, rather than October 15th, 2021.

*** The Due Date Extension must be assigned to the project from the project details box. If there isn't a Due Date Extension it will not show up on the project. You will need to edit the project to assign a Due Date Extension.

You can also add due date extensions in bulk by using your workflow dashboard > select the projects > select "bulk actions" > select "update other fields" > see "due date extension".

Learn more about bulk editing projects here.

You can also easily bulk extend projects by selecting multiple projects and extending them.

You will then see all the projects that will be extended and what their due date will be extended to.

Did this answer your question?