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How to Build an Invoice Tracking System in Asana | Asana Tutorial

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  • Опубликовано: 15 авг 2024
  • Yes, you can set up an efficient invoice tracking system in Asana! In this video, I'll walk you through how to use Asana to manage your invoices from submission to payment. You'll also learn how to use custom fields, set up automated reminders, and create detailed dashboards to ensure accuracy, avoid missed payments, and reduce financial errors.
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    This RUclips channel is created by me, Marquis Murray, and my goal is to help you gain clarity about the work within your organization by creating systems and processes. You'll learn how to create your own processes, as well as how to use my favorite tool for managing my life and business, Every day, I create systems to improve the businesses of my clients, automate workflows to make work easier, and align teams and organizations. Weekly doses of inspiration are delivered every Wednesday.
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    Chapters:
    0:00 - Asana Strategies to Combat Burnout Workshop
    0:25 - Intro
    1:25 - Invoices Approval Project
    2:38 - Workflow Demo
    5:47 - Rules
    7:45 - Dashboards

Комментарии • 3

  • @tasbihamin8061
    @tasbihamin8061 2 месяца назад

    This is awesome! Thanks for sharing!

  • @juvonlegare-rivers6003
    @juvonlegare-rivers6003 2 месяца назад

    Can you zap in your payment processing system to Asana?

    • @MarquisMurray
      @MarquisMurray  2 месяца назад

      Hi, thanks for watching!
      Yes, you can integrate your payment processing system like Stripe with Asana using Zapier to automate various workflows.
      My recommendation would be to cross-check the available automation options in Asana and Zapier to see which ones you can create based on your payment processing system.