Projects list

You can view all projects you have access to by clicking the "Projects" link on the navigation bar to the left of your screen. You can filter projects by many different fields including:

• Status (In progress, Work complete, Ready for review, Complete)

• Workflow (1099, Cas, "Other, Payroll, Sales tax, Tax)

• Period Duration (Half year, Month, Quarter, Two week, Week, Year)

• Period End (Date)

• Basis (Accrual, No basis[Cash])

• Client Organization

• Entity

• Created At (Date)

• Reviewer

• Preparer

Bookmarking

You may have views you wish to frequently return to. For example, you may often wish to see all projects where you are the reviewer and the status is "ready for review". In order to save such a view, fill out the appropriate filters as described above and then save the page as a bookmark, which you can do so with your browser of choice:

• Add a site to my favorites in Microsoft Edge

• Create, fine and edit bookmarks in Google Chrome