Pinning Tasks and Reports
Pinning tasks and reports in Propra is a great way to stay organized, streamline monthly workflows, and build consistent internal processes for your team.
By pinning commonly used accounting tasks and reports, you can quickly access them without having to search through lists each time.
Pinning Accounting Tasks
You can pin accounting tasks from the:
Accounting > Tasks page
This is especially useful for:
Monthly accounting processes
Recurring bookkeeping tasks
Internal workflow management
End-of-month procedures
How to Pin a Task
Go to Accounting
Select Tasks
Find the task you want to pin
Click the three-dot menu
Select Pin
The task will now appear in your pinned section for quick access.
Using Pinned Tasks
Once tasks are pinned:
Simply click on the pinned task whenever you are ready to complete it
This helps reduce:
Time spent searching for tasks
Missed monthly procedures
Inconsistent workflows between team members
Pinning tasks is a great way to support standardized internal accounting processes.
Pinning Reports
Reports can also be pinned for quick access.
This is helpful if you regularly run the same reports each month and do not want to remember which reports to search for every time.
How to Pin a Report
Go to the Reports page
Find the report you want to save
Click the three-dot menu
Select Pin
The report will now appear at the top of the Reports page.
Running Pinned Reports
Once pinned:
Click on the report from the pinned section whenever you want to run it
This makes recurring monthly reporting faster and more organized.
Benefits of Pinning Tasks and Reports
Using pinned tasks and reports can help your team:
Stay organized
Improve consistency
Speed up monthly workflows
Reduce missed steps
Build repeatable accounting processes
Quickly access commonly used reports and tasks
Pinning is a simple but powerful tool for improving efficiency in your day-to-day accounting operations.