By Aaron and 3 others4 authors8 articles
Bookkeeping Standard Processes with XBert Workflow Templates - AU
How To: Create a TemplateFor all your regular recurring workflow tasks
How To: Delete a TemplateFor removing a template and the tasks created form it.
How To: Clone a TemplateTo make a copy of any existing template
Using Tokens in Template TitlesHow to create dynamic template task titles by using our title tokens feature.
Automated Workflow with Free Task Templates from XBert
Bookkeeping Standard Processes with XBert Workflow Templates - US
Bookkeeping Standard Processes with XBert Workflow Templates - GB