New Feature: Financial Integration Delegation in Drum

Professional service firms often struggle with bottlenecks in their financial workflows, especially when it comes to managing integrations with accounting software. Today, we’re excited to announce a new feature that addresses this challenge head-on: Financial Integration Delegation.

Why Financial Integration Delegation Matters

The Traditional Challenges

Many firms face common obstacles when managing their financial integrations:

• Limited Access: Only account owners could perform integration tasks
• Workflow Bottlenecks: Financial processes delayed waiting for authorized users
• Inefficient Resource Allocation: Senior staff spending time on routine financial tasks
• Security Concerns: Hesitation to share primary account credentials

The Drum Solution

Our new Financial Integration Delegation feature transforms how firms manage their financial workflows by:

• Enabling secure delegation of integration tasks
• Maintaining robust security controls
• Streamlining financial processes
• Reducing administrative bottlenecks

How Financial Integration Delegation Works

Simple Setup Process

Getting started with Financial Integration Delegation is straightforward:

1. Access firm settings through the top-right profile icon
2. Select your firm’s name
3. Choose the user for delegation
4. Enable financial integration access
5. Set appropriate permissions

Secure and Controlled Access

The feature provides:

• Granular Control: Choose exactly what each user can access
• Activity Tracking: Monitor all integration actions
• Restricted Visibility: Delegated users only see necessary information
• Revocable Access: Easily modify or remove delegation permissions

Real-World Applications

Streamlined Invoice Management

With Financial Integration Delegation, firms can:

• Allow project managers to create invoices directly
• Enable finance team members to process purchase orders
• Maintain oversight while delegating routine tasks
• Reduce delays in financial processing

Enhanced Team Efficiency

The feature supports better workflow management through:

• Distributed responsibility
• Reduced bottlenecks
• Improved process automation
• Clear accountability

Implementation Best Practices

To get the most out of Financial Integration Delegation:

1. Define Clear Processes
   • Document delegation workflows
   • Establish approval chains
   • Set clear responsibilities
   • Create usage guidelines
2. Train Your Team
   • Provide access to training resources
   • Share our detailed Loom walkthrough
   • Document internal procedures
   • Set up monitoring protocols

Getting Started

Ready to streamline your financial workflows with Financial Integration Delegation? Here’s how to begin:

1. Update to the latest version of Drum
2. Review our detailed Loom walkthrough
3. Configure permissions for your team
4. Start delegating financial integration tasks

Conclusion

Financial Integration Delegation represents another step forward in our mission to streamline professional service firm operations. By enabling secure, controlled delegation of financial integration tasks, we’re helping firms reduce bottlenecks, improve efficiency, and maintain security.

For a detailed walkthrough of this new feature, watch our implementation guide or contact our support team for assistance.