TimeSimplicity & Other Product Ideas

Client processing notes for Accountant login

As an accountant level user I have hundreds of different clients I help manage. A screen within the client settings or something that allows for notes on the process within that client would be so helpful. For example why a script was added, why a script was written out, what information is added in employee setup after sync, method of clock access, etc. Just overall client detail notes that would help a back-up person or anyone know important details that relate to that client without having to search thru everything to piece it all together. Thank you.

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  • Aug 12 2021
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