Custom workflows in the Productivity Centre

Portal 360’s Productivity Centre is built so you stop adapting your processes to rigid software. Manage tasks, timesheets, invoicing, and workflow automation in one place — and set up custom workflows for each individual client when engagements differ.

Task and workflow management

Create task lists, assign owners, set due dates, and depend on workflow stages for tax, bookkeeping, or advisory jobs. Templates speed up recurring work (monthly BAS, payroll, year-end) while still allowing client-specific branches.

Custom workflows per client

• Map steps to how your practice actually delivers for each engagement
• Trigger notifications when clients upload documents or approve requests
• Connect workflow steps to Communication Centre and File Centre actions
• Review bottlenecks with status boards and overdue task reports

Time and billing

Built-in timesheets and invoicing keep profitability visible. Accountants use bespoke workflows for complex tax jobs; bookkeepers use package templates with time capture; advisory firms link workflows to onboarding and AML checkpoints.