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Built especially for accounting and bookkeeping use cases, the App Pack is a fully-functional and extensible system for streamlining the collection of files and data from clients.
For more information on this App Pack, please see this article on the Podio Help Centre
Note that this pack is built with Podio, Podio Workflow Automation, and MomentumTools Dynamic Forms (a popular Podio extension). ShareFile integration is included but not required.
This pack requires Podio Premium with Podio Workflow Automation (formerly known as “Globiflow”). To install the flows included with this pack, you will need to refresh within your Podio Workflow Automation (PWA) console. Note that you must refresh PWA after installing the app pack, and before making any modifications to any app in the pack. If you make any changes to apps before refreshing in PWA, the flows for that app will not install.
If you have installed this pack into a workspace that is within a Podio organization on Podio Free, Podio Basic, or Podio Advanced, you must upgrade your Podio organization to Podio Premium first, and then reinstall the app pack.
Created by
Podio App Team
52 packs in App Market.
- Rating:
- Business Function: Sales & CRM
- Industry Sector: Financial services & Accounting
- Share:
Apps in this pack
Additional features with this pack
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Tiles
Pre-created tiles give an overview of your app's data
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Filters
Recommended filters to browse app data
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Webform
Populate your app via a form on a public website