Instructions: Complete this training module over the next 7 days
How Financial Cents will give you peace of mind
In this 50-second video, you will learn how Financial Cents will give you peace of mind by making it easier to manage your work.
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The Basics
These modules will automatically be displayed to all clients
1) Important key terms
In this short video, you will learn important key terms for the foundation of understanding how Financial Cents works
Action Item: Create a project from a template to complete this module
2) Easily track the status of your work
Track all the work on your desk in a single view so you always know the status of work and what to work on next
Action Item: Create a saved view to complete this module
3) Quickly access everything you need to get your work done
Have all the information you need in one place to quickly get your work done
Action Item: Close the project you created in Module 1 "Important key terms" to complete this module
4) Automate client data collection
Never chase down clients for information with our automated requests and save hours every week
Action Item: Send yourself a test client request notification to complete this module
Other Modules (A la Carte)
These can be added to the training module if your firm uses them.
5) Centralize & access client data
Store and access all client information in a single place so it's easy to find
Action Item: Create a note on a client and then delete it to complete this module
6) Seamlessly track time
Seamlessly track time to clients and work in Financial Cents
Action Item: Record a time entry to complete this module
7) Never miss a client email
Easily manage, track, and organize emails related to client work
Action Item: Integrate your email to complete this training module
8) Manage uncategorized transactions
Streamline and automate the way you manage uncategorized transactions to save several hours every week.
Action Item: Approve a categorized transaction to complete this module