Financial Cents

Click Reports in the left navigation bar

Select the Projects you want to send the client tasks for

Select the Auto Reminders (if needed)

1. Click Reports in the left navigation bar
2. Click Client Tasks
3. Select the Projects you want to send the client tasks for
4. Click Update Reminders
5. Pick the Start Date
6. Select the Auto Reminders (if needed)
7. Click Update Reminders

How to activate multiple client requests in bulk

How to send multiple client tasks in bulk

Template Library

Community

Roadmap

Find answers and get help from Intercom Support and Community Experts

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

Try using different keywords or checking for typos.

No tickets found containing "{value}"

No tickets found

Title

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

English

url(https://downloads.intercomcdn.com/i/o/tv0papgo/650696/371a38026114e71d46a1a5fdbb85/8c23450ba3ded398dea89538fe6c3016.png)