For example, if you are part of the finance team of an organization and need information from different teams, like further information on an expense report from the Marketing team. With Drag is also possible to share emails across boards. Or they can be empty boards you can use to manage and organize tasks. Some of them can be shared inboxes (such as ), to each the whole team will be able to see and act on in real-time. In other words, imagine that you are logged in to your account ( ), where you will be able to have as many shared boards as you desire. This is one of the best ways of having more collaboration and organization in a team. The good news is that you can use a shared inbox software to link all your shared accounting email addresses, such as or Drag is a tool that allows you to create shared boards inside each personal account, where group emails will load. So, instead of sharing an account, what if everybody can stay with their own email addresses? Whether your team is managing invoices, purchasing orders, reimbursements requests, or payroll, usually it’s necessary to involve more than one person in the process, so collaborating in email becomes an essential step. If you are still cc’ing and bcc’ing emails between colleagues at your firm, you may relate to the endless confusing threads and lack of accountability they may cause. Share group emails with the help of a shared inbox This article will help you manage your accounting inbox effortlessly with 5 tips to make the whole finance team collaborate and share a productive workflow. That’s when things start to get ugly with a lot of time wasted on context switching, not to mention the endless email threads to keep the whole firm in the loop of what’s happening with all those clients.īut don’t you worry. After all, most finance processes start and/or end as emails, and the accountants need to be constantly switching between their inboxes and other tools. Full of spreadsheets, numbers, calculations, invoices… and the list goes on and on! Another thing that is always full in the same proportion: an accounting email inbox.
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