Template Basics
By Aaron and 5 others6 authors13 articles
- Bookkeeping Standard Processes with XBert Workflow Templates - AUThe templates in XBert's Australian standard set, grouped by area: bookkeeping, BAS, payroll, advisory and reporting, compliance, and admin.
- How To: Use Bulk Actions on Templates and SchedulesPerform bulk actions across multiple templates and schedules at once.
- 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
- How To: Use Title Tokens in TemplatesBuild template titles that fill in the month, year or frequency automatically when each task is created.
- Overview: Standard TemplatesWhat XBert's standard template set contains, how templates and schedules fit together, and where to find the set for your country.
- Bookkeeping Standard Processes with XBert Workflow Templates - US
- Bookkeeping Standard Processes with XBert Workflow Templates - GB
- Bookkeeping Standard Processes with XBert Workflow Templates - ZA
- How to: View Created Tasks from a TemplateFind every task a template or one of its schedules has created, including tasks you can't see on your work list.
- How To: Update a Title Token After Changing the Start DateRefresh a task's title after you change its start date, so the month or year in the title matches.
- How To: Load the Standard TemplatesHow to add XBert's standard template set to your account from Automation.