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LeaderTask - Personal Organizer for an Accountant

Posted On : Oct-11-2011 | seen (176) times | Article Word Count : 901 |

The LeaderTask software for accountant can become an indispensable assistant for accountants in this difficult matter because it allows them not only to organize their working hours, but also to sort heaps of documents and regulations.
Using the leadertask organizer by a chief accountant.

The job of a chief accountant implies a high level of responsibility, obligation and self-organization. While planning their work, chief accountants must take into account a large number of factors and events and be extremely precise in their estimates. The LeaderTask software for accountant can become an indispensable assistant for accountants in this difficult matter because it allows them not only to organize their working hours, but also to sort heaps of documents and regulations as well as to systematize regular tasks.
If a chief accountant uses LeaderTask as a scheduler, it becomes possible to manage the resources at hand more reasonably, set priorities in a smarter way and perform one's duties more efficiently.


1. Projects

While doing their job, accountants often need to organize all incoming and outgoing information. Specialized software developed for bookkeeping is intended for accounting purposes only and does not cover other activities of a chief accountant. When accounting clerks use the "Projects" tab of the LeaderTask planner software, they can create the necessary number of categories and distribute all the necessary documents among them. With the full-featured search feature, an accountant can easily find the necessary information in a matter of seconds.

2. Categories

In accountancy there are a lot of various operations that can be grouped into certain categories depending on their context. Thus, a chief accountant can make calls, send reports, prepare documents for signing and deal with current tasks throughout the day. For them to easily sort out their duties, it is recommended to use the "Planning" tab of the LeaderTask personal organizer. This tab allows them to create the needed number of task categories and move between them with just one click grouping their activities by context.

3. Contacts

Despite the widespread opinion that the job of accountants comes down only to working with documents, their duties include communication with people working in supervising authorities and also with employees of their organizations. Depending on the scale of the organization, this range of contacts may grow and extend. With time, it becomes more and more difficult to see how departments, scheduled tasks and particular people are related to each other. The LeaderTask planner software will be there to help you - you can use its built-in "Contacts" library to carefully create the detailed hierarchic structure of employees and subordinates and also to view tasks and messages related to them with a couple of clicks. Besides, you can group them in the "Contacts" dialog box by the necessary criteria, which will make working with the contact database much faster.

4. Dates, recurrence and periods

The work of a chief accountant is mainly based on the recurrence of certain tasks: sending reports to supervising authorities and chief executives, paying bills, paying wages. A lot depends on completing these tasks on time. With the daily planner software, accountants can stop worrying that they can forget about some tasks or miss some dates because the program will take care of it. The LeaderTask task scheduler allows them to configure recurrence for repeated tasks, set reminders and also create the most frequently used periods (such as "Today", "Tomorrow", "Current week", etc.) in the "Periods" library in order to filter tasks by the specified time intervals later.

5. Priorities

Accountants should follow not only orders made by their company's executives, but also regulations issued by supervising authorities. Taking into account this hierarchy and diversity of the authority, a chief accountant has to choose the priority of tasks all the time. It is easily to do it in LeaderTask - using the "Priorities" library, an accounting clerk can set the level of urgency and importance for tasks and later sort and filter these tasks by their priority.

6. Statuses

The duties of an accountant include submitting the necessary types and forms of reports to supervising authorities. At the same time, the submitted forms may be delayed on certain stages and checked by the corresponding authorities for a long time. Besides, a lot of documents should be endorsed by the company's executives before they are sent further. Duplicate tasks are often created in this case during planning. They overburden the schedule and contain no useful information except for identifying the state of tasks. The LeaderTask daily planner software offers a smarter approach. It comes down to creating the necessary task statuses ("Under control", "For signing", etc.) and assigning them to tasks at the corresponding moments.

7. Filters

Good accountants are expected to always remember whom, what and when they are to submit. Exactly for that purpose we developed and built into LeaderTask a flexible filtering mechanism that makes it possible to display tasks relevant only to certain criteria in a couple of mouse clicks. If you save all frequently used queries, it will take only two clicks to find out, for instance, what tasks have been delegated to the chief accountant's assistant or what reports are to be submitted to the executives today.



You can see from the above that the software for accountant is perfect for planning the work of an accounting clerk. This product makes it possible to increase the efficiency of an accountant due to the systematization of the current tasks and information.

Article Source : http://www.articleseen.com/Article_LeaderTask - Personal Organizer for an Accountant_90606.aspx

Author Resource :
Ivan Abramovsky co-founder of Almeza company.

Keywords : software for accountant, planner software, daily planner software, personal organizer, planning software, scheduling software,

Category : Computers : Software

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