Manage work for clients with different year ends and deadlines

A fiscal year is basically a one year period used for calculating financial statements related to an organization. It is used as a reference period to adjudge an organization’s recent financial performance. A fiscal year need not coincide with a calendar year. In some countries, the fiscal year is from April 1 to March 31 next year. In others it is 1 July to June 30 next year and in some, it is actually consistent with the calendar year – 1 January to 31 December.

The twisted bit is – in several parts of the world, businesses are allowed to select their own fiscal year! Continue reading

Tasks, Sub-Tasks, Sub-Sub-Tasks…

We love Workflowy - a to-do list creator that offers unlimited amount of nesting. It basically allows you to create to-dos or tasks to track, then split them into sub-tasks, then split each of those into sub-tasks, creating sub-sub-tasks and so on. You can create as many subs as you want. And it’s great! At least for some individuals, it really is.

It’s always good when technology isn’t limiting. When an app doesn’t enforce too many constraints and allows you to use it the way you want, or the way you expect it to work, it really sticks. It is liked, used, re-used. Continue reading

Archive Tasks

Here’s an update that works towards helping you keep your work diary clean. You can now select tasks and archive them. This effectively removes or discounts the tasks from all your reports. Archiving could be thought of as canceling a task or temporarily deleting tasks with the intention of optionally retrieving them later. Yes, you can unarchive tasks – which is basically like undeleting / un-canceling / re-opening previously archived tasks.  Continue reading

Intelligent, Auto-Generating, Recurring Tasks

So you create services according to your Practice’s processes. Some of them are processes for on-demand services (such as Incorporation), some scheduled – having departmental deadlines that recur every year. Within a year, a certain activity might repeat several times – monthly / quarterly / half yearly etc. We took all of this into account and gave you the ability to define Services from zilch to whatever complexity might be involved in the procedure and recurrence. In a way, we let you document your Practice.  Continue reading

Task Numbers – Unique Work Reference Codes

“A simple, single, unique code – to refer to a specific task, that I can just pass around in my team or even share with my client”…that’s what a lot of you asked for, that’s what we’re happy to release today.

Every task is now automatically assigned a unique numeric code. We’ve ensured that all your existing data is also tagged by unique references, which as shared by you all – you can use to refer to a specific job at hand, within your team or with clients too.

Backdating Time Sheet, Expense, Completion Entries

Earlier, the date of action of work logged (work completion, Time Sheet entry, Expense log) coincided with the day you carried out that action in Firmzen. A few users actually preferred it this way; they didn’t want their Staff back-dating any entries in Firmzen, to encourage prompt and timely tracking logging of information, on the day of occurence.

Given the abundance of data and information we work with daily, forgetting to note things down or tracking them in a timely manner can lead to information gaps and make things messy pretty quickly. While this view is understandable, there is often a genuine need to backdate entries.  Continue reading

Simplify Work Review

Given the volume of work involved in Service Industries, it could become daunting to get a bird’s eye view of the status of overall work. Or you might want to get a complete picture of how things stand with a certain Client. Or how has an employee performed over a specific duration. Or  a permutation combination of such questions.

In the past, you might have had to take a break from work, sit back, reconcile and exert to figure out the overall progress of work – for a client or by an employee or just overall. That’s what this update addresses.

Keep A Trail Of Changes Over Time

Introducing the Trail – which lets you track how certain parameters of your Practice change over time. We’ve introduced this concept with few selected parameters as of now. For example, you can now keep track of how your employee salaries and hourly rates change over time. This concept has also been applied to Task allocation. You can look at how work allocation happened for a specific Task or Client or Service. The entire delegation history is tracked.

This is an interesting concept that could be applied to many more information points in Firmzen. If you feel so too and would like to suggest an interesting application of this concept, please drop us a line.

Automate Daily, Weekly, Monthly Tasks

With Firmzen’s flexible date specifier, you could easily auto-generate tasks recurring annually, quarterly or monthly.Firmzen now makes it easy to auto-generate daily, weekly or fortnightly Tasks too.

Given the permutations and combinations that you can apply, any complicated recurrence pattern can be represented. For example, you can create a Task recurring – every Monday, every second Saturday & on the 1st of each month!

Set Rules To Automate Task Allotment

Tasks or Sub-Tasks can be allotted to specific users in your team. But going by the automate as much as possible philosophy, Firmzen now enables you to automate work allotment to users based on some pre-configured rules.

If a person in the team handles all work related to a certain Client, you can associate the person with the Client and automate allotment of all related future work to that person. Likewise, if a similar relationship exists between your teammate and a certain type of Service, you can associate the teammate with the Service and all future work related to this Service will be automatically allotted.

A combination of the above can be applied too, to automatically assign all work of type Service X for Clients A, B, C to teammates Y and Z.