YYYY OUTSTANDING CLIENT REQUESTS | Financial Cents Templates

About this template

The video explains a workaround in Financial Cents using an annual “Outstanding Client Requests” project to track client document requests and one-off or out-of-scope work per client. It shows how this keeps requests visible to clients without leaving monthly projects open, reduces portal confusion, and allows better tracking of miscellaneous time and costs.

Work type: Accounting

Location: United States

Client industry: Generic

Version: 1 (Latest)

This template includes

4 tasks

	Time Tracking
	Client calls, requests, or emails 🕜
	Out of Scope 🕜
	Research & Training 🕜
	SOP and Process Development 🕜

Time Tracking

Client calls, requests, or emails 🕜

Out of Scope 🕜

Research & Training 🕜

SOP and Process Development 🕜