Project Settings: Define Custom Statuses

not all accounting projects follow the same path some are straightforward, while others involve multiple layers of checks and collaboration custom statuses help you reflect that by tracking progress the way your team actually works say you’re working on a monthly gst filing project—you might set statuses like client data pending , data received , and filing in progress but a quarterly audit will look different, with statuses such as data preparation and review in progress with custom statuses, your workflow stays clear, consistent, and tailored to each project type how to use custom statuses in a project go to settings > project settings > custom statuses create your own statuses like “pending review,” “waiting on client,” “qa in progress,” etc while creating a project type , assign the statuses you want to appear for projects of that type when you create a new project and select a project type , all relevant statuses will be automatically included