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Using XBert’s bookkeeping workflow templates to free up time and increase productivity.

by Kue Hall ~ 2 min read

Bookkeeping workflow templates are a great way to increase productivity and ensure visibility across your practice

Forget complicated checklists and spreadsheets. The single best way to increase productivity and ensure visibility across your practice processes is by using a workflow management tool, built for accountants and bookkeepers. Using templates in your bookkeeping practice will remove all ambiguity for staff, allow you to have a standard delivery of services across all your clients and make onboarding new clients (and staff) much easier.

Great tech tools are now available to help you automate all your recurring tasks and practice processes, like bank reconciliation, BAS lodgement, TPAR deadlines and Superannuation Liability payments.

Because these are schedules and recurring and hardly ever differ – they immediately lend themselves to automation. Using XBert, you can create Templates, for all of these processes and customize the task automation, assign different steps in a process to relevant users and even customize the time period for relevant client types.

The advantages of using Workflow Templates

There are many reasons to adopt a standardised approach:

  • You have a clear and defined service offering
  • Reduce complexity for your team and clients
  • Utilise automated checks and audits to reduce errors and wasteful jobs
  • Have better workflow management and visibility
  • A solid foundation to deal with any changes and disruption.

XBert’s Template system has been created specifically for the way bookkeepers and accountants work. Creating Template workflows for all your common and recurring processes like End of Financial Year, quarterly BAS lodgement, Payroll and Superannuation payments makes your life easier.

Not only will you automate the creation of recurring tasks; you can customize the schedules on those recurring tasks for different types of clients.

For example, let’s say Debbie has 40 bookkeeping clients. There’s no way she’s going get the bank reconciliation done for all of those clients, on one day. XBert’s scheduling system allows you to customize your Templates, on differing schedules for each client. So, you could have Payroll on Monday every week for client 1-20. Then on Tuesday for clients 20-40. One Template – but the tasks will generate separately, as you need.

More examples of bookkeeping and accounting workflows that can be streamlined with XBert Templates:

  • Payroll
  • Superannuation
  • Accounts Receivable and Payable
  • Business Activity Statement (BAS) lodgement
  • Taxable Payment Annual Reporting (TPAR)
  • End Of Financial Year (EOFY) preparation.

Other ways you can use Templates to enhance your workflow:

  • Checklists
  • Workflow steps
  • Requests from clients and agreed communications
  • Client and staff onboarding and more

Template Tasks, along with other workflow management features like your Work board Team View, XBerts & Tasks dashboards, filters and Reporting Period Selector, you can track what needs to be done by when and monitor team workload.