Thank you for the feedback! We are so glad you enjoyed this. We love to hear this and we hope to continue to share more helpful information along the way!
@1yuvy13 жыл бұрын
Impressive webinar, Kol Hakavod !
@oliverbuckley51212 жыл бұрын
Brilliant! I love it.
@dparramx Жыл бұрын
Where is the link for this Board? For CPA Firms, ? Thanks
@mondaydotcom Жыл бұрын
Hey Daniel! Unfortunately this particular template from 2021 is no longer available to access - we apologize for the inconvenience! That being said, please feel free to check out this article, in-case it helps with your setup, monday.com/blog/project-management/excel-accounting-template/. It also includes a financial accounting template that you might find relevant ☺️
@plwiza3 жыл бұрын
Hi where is the workflow planner he discusses at the start of the tutorial?
@mondaydotcom3 жыл бұрын
Hello! Can you let us where in beginning he mentioned it? It may be a template in monday.com, but I want to be 100% sure.
@robgon643 жыл бұрын
@@mondaydotcom At 11:14 to 12:05 he mentions having access to a link to download the templates.
@Mwgreen113 жыл бұрын
Www.techguruit.com/Monday is where I found the template that he refers to. You will have to fill out a simple questionnaire and then the template will be emailed to you.
@ug11663 жыл бұрын
I have an accountancy firm in the UK and this software has a lot of good features. Not sure how to set up clients and tax return deadlines etc. Do you give support for starters. Thank you
@mondaydotcom3 жыл бұрын
Hey there! We're here to help. Sign up for a webinar at monday.com/webinars to learn the basics of monday.com and check out our resources on support.monday.com 😇
@ug11663 жыл бұрын
@@mondaydotcom I need specific help on setting up clients etc. Do you have telephone or Zoom support . Thank you
@mondaydotcom3 жыл бұрын
Can you send us an email to support@monday.com with some more details on the specific questions you have? Our support team will be happy to assist here! 🤗
@dons16433 жыл бұрын
This is what i was looking for in my CPA firm... the others like Asana and Clickup don't seem to have client integration like this... How can I get these templates and get started?
@mondaydotcom3 жыл бұрын
Sign up for a trial at monday.com to get started! Once you're in, you can hit Add at the top of the left panel and select "Choose from templates". Here, you'll see some templates already loaded to your account so you can choose what works best for your workflow! And sign up for a webinar at monday.com/webinars!
@creativejatt2 жыл бұрын
How can I have this specific workflow template? If not can Monday or someone help me out setting this up?
@mondaydotcom2 жыл бұрын
Hi there! As this webinar was hosted by one of our partners, we don’t have this exact template available to download. We do have a selection of finance templates here that might be useful: stories.monday.com/#finance If this isn’t quite what you're looking for, we'd be happy to help you set up your boards! Just shoot our team an email at support@monday.com 😀
@kurdischmitsero76192 жыл бұрын
Hi Thank you very much for the video! Only where is the link you talked about in the video?
@mondaydotcom2 жыл бұрын
Hey there! Do you mind providing us with a timestamp?
@juliehollandblubookkeeping80272 жыл бұрын
Board Template
@sherrisyria59112 жыл бұрын
Where are the downloadable templates? Thanks in advance!
@mondaydotcom2 жыл бұрын
We've refreshed our templates since ths video was released, but you should find some useful templates in the template center! Once in the platform, you can hit 'Add' at the top of the left panel and select "Choose from templates". Here, you'll see some templates already loaded to your account so you can choose what works best for your workflow!
@joana4806 Жыл бұрын
How do we create a remaining balance? Ex. A client paid partial amount of money for my services. I want to record how much the client paid me and send email for the remaining balance.
@mondaydotcom Жыл бұрын
Hi Joana! There are a few different ways you might like to set this up, depending on your specific workflow. Could you please reach out to our support team so that they can take a look at your boards and help to create a workflow with you? You can reach them at support@monday.com