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Bookkeeping Standard Processes with XBert Workflow Templates - AU
Bookkeeping Standard Processes with XBert Workflow Templates - AU
Troy Brown avatar
Written by Troy Brown
Updated over a week ago

The Australian XBert task template set is comprised of 27 templates, many with additional sub tasks, organised across 15 processes.

XBert has task templates covering many of the most common services that a bookkeeping practice provides to their clients on a recurring basis. Below is a summary of these services and the XBert task templates that are used to automate the provision of such services.


  • General Bookkeeping

  • Bank Reconciliation

  • Run Depreciation

  • Sales (AR)

  • Purchases (AP)


  • STP Finalisation

  • SG Charge Statements

  • Fuel Tax Credits

  • Wine Equalisation Tax

  • BAS Preparation, Review and Lodgement

  • IAS Preparation, Review and Lodgement

  • TPAR Reporting


  • Payroll Tax - Annual Reconciliation Lodgement

  • Process Payroll - Without Timesheets

  • Payroll Tax Return

  • Process Payroll - With Timesheets

  • Superannuation Lodgements

  • Workcover Compliance

Advisory and Reporting

  • Cash Flow Management

  • Budgeting

  • EOM Reports

  • Advisory Reports


  • EOY Accountant Journals

  • Tax Return

Admin and Internal Time

  • Client On-Boarding Checklist

  • Client Off-Boarding Checklist

  • Internal Time

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