While being an accountant involves many diverse responsibilities, there's no need to manage them all with an array of disconnected tools. With ClickUp, you can handle everything from one all-encompassing project management platform!
Your Workplace represents your entire firm, including members from all of your company's different departments. It represents the overarching container for the rest of your workflows.
Create a Space called "Accounting" to manage your clients and business-related action items. If needed, you can create an additional Space to manage internal, administrative items.
There are a couple of options for setting up your Folders and Lists within your "Accounting" Space.
Folders and Lists
Option 1: Create two Folders called "Accounts Payable" and "Receiving". Use Lists to break down these Folders by month.
Option 2: Use Folders for each of your clients. The Lists within these Folders can be utilized to break down the services you provide for each client.
Once you're ready to add tasks to your workflow, they'll serve a similar purpose regardless of whether you've chosen Option 1 or 2. Tasks represent the concrete action items you'll need to complete to check off Lists and Folders.
The best thing about tasks is that they can be completely customized depending on how you want to meet your productivity goals!
Useful Features and ClickApps
Statuses: When it comes to dealing with other people's money, tasks are very rarely "done" or "not done". Add status workflows to indicate the progression of a task to your teammates. You can implement these at the Space, Folder level, or List level.
Zapier Integration with Google Forms: Attach client-submitted forms directly to ClickUp tasks and Lists.
Custom Fields: Create a completely unique task field to set a value, budget, client contact number, and more. This is the perfect way to store all of your relevant client data directly in ClickUp.
Recurring Tasks: Prompt tasks to automatically open for important repeat actions, such as quarterly tax filing deadlines and invoice requests.
Templates: Create templates from your favorite Spaces, Folders, Lists, tasks, and checklists and reuse them at any time. This is perfect for speeding up your client on-boarding process, keeping track of invoice requests, and pretty much anything else you can think of.
Calendar View: Visualize your upcoming tasks on the ClickUp calendar, or quickly drag and drop unscheduled items to arrange your day. You can even sync up your Workplace with your Google Calendar account. Any changes made from Google Calendar will automatically be reflected in ClickUp as well!