Creating alert/automations to users/admin on approaching or exceeding client budget hours.
Implementing a system to notify bookkeepers to be more accountable and efficient with their time on tasks. As part of company processes and procedures, if a bookkeeper assesses and estimates that they will need more time from the original budget to complete a task, they should ask for approval. This system also provides management and administration with visibility to monitor overall budgets and make better estimates for future tasks.
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CJ Evaristo
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