Have a project triggered when a recurring project has closed but for a client's year end date only
Amanda Aparicio
If we have a reoccurring Monthly Bookkeeping project for a client and we also have a Year End project, can we set up the year end to launch via an automation BUT only when the client reaches the month of their year end? So if they have a YE in November, can they launch the YE project once that monthly project is closed for November alone BUT NOT have it launch every month with the monthly bookkeeping project's recurrences?
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