Internal Deadlines

We have a great feature of Internal Deadlines for you to work towards an in-house goal. Do you want to get accounts finalised 6 months before the statutory deadline? Of course!

So in the system, you can set this on your jobs as a default for ALL Jobs, or at a client level when you create the client. 

Once created, your Job Cards will have a new appearance as they will now have the statutory deadline at the top of the card, and Internal at the bottom - you can also ask the Engager platform to filter by Internal Jobs, to get these done way in advance and really impress your client. 

 

Head to Settings - Jobs - Services

 

Then in the settings, scroll down to frequency and then get the Auto Internal Deadline  ENABLED

 

Remember, we're working  backwards from the statutory deadline - so if you want the internal deadline to be 3 months before the deadline, enter 3 months. 

 

You will need to SWITCH ON the Internal Deadline for the client. So, when Enabling your services, make sure you click to apply the Internal Deadline to that service moving forwards

 

Select the Symbol that has an Arrow signalling LEFT

 

 

Then it will apply the internal deadline - Please note that without selecting this button, the system will not automatically apply your new internal deadlines, you must select the button

 

Now we've set this Internal deadline, our Job Card now has 2 deadlines highlighted below

 

 

Internal Deadlines can be switch on in Bulk Actions also! So if you've missed any, simply select all your clients, Bulk Actions - Service - Relevant Service - Internal Deadlines

 

Very handy!