To-dos are created for a variety of reasons. From urgent items needed for a successful onboarding to Month End requests like resolving flagged transactions, to-dos play a big part in your businesses’ health.
Depending on the To-Do, you may be requested to review transactions, add documents, answer or ask a question in the Comments, or easily come back to the to-do later by marking it as unread.
Instead of having to comment on individual flagged transactions, a to-do captures grouped related transactions so you can easily review and bulk update from one place.
For example, Jane Smith from Lyons Den needs to review a To-Do and update the transaction category for Bert’s Bagel Shoppe.
Jane can select an individual transaction or select all or some to edit multiple transactions from the populated dialogue box shown below.
The description, category, and dimension can be updated from one spot. Once everything looks correct, select Apply to save!
Upload requested documents straight into your To-Do to confidently check it off!
For example, Jane Smith’s finance team requested their March bank statements.
Select Add document to add one or multiple documents. The files are automagically uploaded into the Client Uploads section—no need for double work on your end!
A true time saver, the Comment feature is the go-to spot to collaborate with your inDinero team about a particular To-Do!
Similar to texting, or SMS, you can send and receive messages within a To-Do to ask and resolve questions. The comment thread is captured in each To-Do, as well as your Activity Log, so you can always review past collaborations.
See how the inDinero mobile app makes the commenting feature the perfect on-the-go tool here!
Once you have reviewed and taken action on a To-Do, simply select Mark Complete within the To-Do! Your inDinero finance team will be notified that the request has been completed.
One more financial task checked-off so you can get back to growing your business!