We understand that business owners need to be everywhere at once, so we make it easy to manage all your to-dos from one place. Instead of switching screens to resolve tasks, everything you need to review and check off is right within your inDinero To-Do List via desktop and iOS mobile app!
To begin, go to your Analytics Dashboard and select the To-Do List icon from the top floating navigation bar.
Alternatively, you can always access your To-Do List from the Tools dropdown list. Also, selecting the bell icon in the top navigation lets you easily know if you have open to-dos—if there are any open to-dos, To-Dos will be listed in the dropdown for you to select!
Tour of your To-Do List
You can easily search or filter by description, due date, high-priority, or unread to-dos. You can zone in even further by filtering specific dates or types like any Onboarding or Year End to-dos!
You can easily see if a To-Do is unread, past due, marked as high-priority, and if it’s recurring or has attachments or a comment thread.
- Unread or Read: a bold to-do indicates that it is unread. You can even open up your to-do and select ‘Mark as Unread’ as a reminder to come back to it later!
- Overdue: A red due date means that a to-do is overdue and requires your immediate attention.
- Urgency: High priority tickets are marked with an exclamation icon. For example, your financial team may add the icon if a tax deadline is nearing.
- Icons: Comments or attachments in a to-do are indicated in the right-most column. This section also indicates if a to-do is recurring like a request for monthly bank statements.
Your To-Do List separates your active and solved to-dos by the To-Do and Complete tabs.
- The To-Do tab lists all new, in progress, and in review requests.
- New: Your most recently created to-dos are at the top and need your attention to see what type of action is required.
- Note: It will not be New once you have done an action on the to-do unless you select Mark as Unread prior to taking any action.
- In Review: You have marked the to-do as ‘Complete;’ however, your inDinero team has responded with a comment rather than solving the to-do.
- In Progress: Although there may be comments or documents exchanged with your inDinero finance team, the to-do remains unsolved.
- The Complete tab lists all to-dos that are marked as complete.
When you mark a to-do as complete, the status changes to In Review. From here, your inDinero team may reach out to clarify or solve the to-do. If your inDinero team does not mark it as complete, but performs an action like writes a comment, the to-do will be moved from Complete back to the To-Do tab.
The status will change to Complete once your inDinero team has reviewed the to-do. It will move the to-do from active to archived and no further action may be taken on that particular to-do.
Collaborate and Solve To-Dos
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!
Add To-Do List Admins
While the Master User of the account will be able to view and collaborate on each to-do, checking off to-dos may fall under another inDinero user’s job roles.
To add an Admin or a Team Member to view, manage, and solve a to-do, navigate to Account and Settings > Settings > and choose Team Access from the available tabs.
Select the desired person and click the To-Do List Admin radio box and save.
Choose daily or weekly To-Do summaries that best fits your business needs!
From your Settings section under the Account and Settings dropdown, select Notifications to view and adjust your email settings.
Your To-Do summary email provides an overview look of all your open to-dos, including when they’re due and what type of request they are. Click the “View To-Dos” button to begin checking them off!
Always be in the loop when you’re assigned a new to-do!
Automated emails and push mobile notifications let’s you know when a new to-do has been assigned. Note: If you opt for daily To-Do Summary emails, any new to-dos will be added here and not a separate email.
Used when needed, High-Priority To-Dos are considered the most urgent requests—like needing your signature for a tax deadline. In this case, email and push mobile notifications are sent daily until solved.
We understand it’s important to get timely and accurate answers! When your finance team replies to you via the To-Do Comments, you’ll be notified by email and push mobile notifications so you can review and check it off.
Mobile To-Do List
Like having an accountant in your pocket, add the inDinero iOS app to check off your important financial requests right from the palm of your hand!
Download the App
Step 1 — Navigate to your Apple App Store—or click here to skip to Step 3!
Step 2 — Search for “inDinero Startup Accounting”
Step 3 — Download the app. Note: Currently, the mobile app is available for iOS systems 11.0 or higher—in other words, for iphone 5s or later.
Step 4 — Sign in with your email and password associated with your inDinero login to start checking off those to-dos!
Using the App
Scroll through (or filter!) through your To-Do List to review and solve on the go!
Select an individual To-Do to review the description, edit transactions, add documents, and send and receive messages with your inDinero finance team.
If you’re ready to mark the To-Do as solved, or want to come back to it at a later time, select the ellipsis from the top right-hand corner (...) to mark as Unread or Complete.
Stay in the know, on the go, with mobile push notifications. You’ll be notified when a To-Do has been created, marked as high-priority, or if your financial team has sent a message.
You can easily adjust your notification preferences in your inDinero settings. Choose Notifications, select the app, and adjust factors like sound, badge icon, and where you prefer your notifications to show up ie: just your lock screen or as banner.
Have any questions?
We're here to help! Reach out to your dedicated inDinero team through chat—we're available Monday through Friday 9am-5pm PST, call 855-INDINERO, or email firstname.lastname@example.org.