XBert has a standard set of templates for Australian practices. It covers the recurring work a bookkeeping practice does for its clients each week, month, quarter and year, so you don't have to build every template from scratch.
The set isn't added to your account automatically. You choose whether to load it from Automation > Templates, and XBert tells you exactly how many templates you're about to add before you confirm.
After loading, you can edit any template, delete the ones you don't need, and add your own.
đ Read more here: How To: Load the Standard Templates
đ Read more here: Overview: Standard Templates
đĄ Templates don't create any work on their own
Each template needs a schedule to say which clients it applies to and when it runs.
đ Read more here: How To: Add a Schedule
What's in the AU template set
Bookkeeping
General Bookkeeping
Bank Reconciliation
Run Depreciation
Sales (AR)
Purchases (AP)
BAS
STP Finalisation
SG Charge Statements
Fuel Tax Credits
Wine Equalisation Tax
BAS Preparation, Review and Lodgement
IAS Preparation, Review and Lodgement
TPAR Reporting
Payroll
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
Compliance
EOY Accountant Journals
Tax Return
Admin and Internal Time
Client On-Boarding Checklist
Client Off-Boarding Checklist
Internal Time
Need help?
If you have any questions, our support team is here to help!
Reach out via the chat widget on the bottom left of your XBert screen (Help), or email us at support@xbert.io