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.
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 building your own custom workflow? Fast Track is for you.
Learn more about our Fast-Track Sessions here.