How HR factory transformed their workflows – and you can too!

How HR factory transformed their workflows – and you can too!

September has rolled in with the crisp embrace of autumn! As the leaves begin their colourful transformation, we look forward to the opportunities the rest of the year will bring.

  1. HR factory talked about how creating workflows and to-do lists helps keep up with tasks.
  2. Tips! Learn to add tasks to the client plan as efficiently as HR factory.
  3. Uku's September updates!

CASE STUDY: The unbeatable combo of HR factory's solutions and Uku's flexibility

HR factory is an international human resources and training solutions company with 120 employees. Uku was intended to meet the needs of accountants, but it help employees in many other areas. HR factory adopted Uku and:

  • Making changes to tasks is effortless.
  • They have a good overview of the daily tasks and make sure to meet deadlines.
  • Sharing client information with colleagues is easy, and work never stops.

Read the case study here >


POLL: MOST POPULAR PRICING MODEL AMONG ACCOUNTANTS ??

In September, we asked you which was your favourite pricing model as an accountant. The results were quite surprising!

It was a tie between fixed fees and service-based pricing!

This proves that there's no one-size-fits-all approach to accounting. As HR factory proved, every company, employee, accountant, or client is different. Accountants are innovators, customising their services to serve their client's unique requirements best. ?


TIP: How to work as effectively as HR factory?

When starting a new job for a client, you can quickly add a new task to the client plan. How to do it?

  1. Add a task
  2. Assign it recurrence.

The recurring task is also automatically added to the corresponding client's task plan.

See in detail how to add a task to the client plan >


NEW FEATURE: Straight from the client’s profile to their report

Now, you don't have to spend time to find the right client in the report view. You can easily find the data collected about the client in their report.

  1. Open "Clients" from the main menu.
  2. Select the client whose report you want to see.
  3. Click on the report option in the upper right corner that you want to see.

Read more about the innovations here >

I think it's only right to end the newsletter with a cute owl photo. Here's one!

Until next time ??

Your Uku



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