Automate your Bookkeeping
Thursday 20th April 12:30pm AEST
With our automation tools you could be saving 2+ hours per job! In this 30-minute workshop you can learn how to automate your bookkeeping tasks, delegate, and manage work as well as handy tips and tricks, and sample automations – ready for you to upload and customise to suit your practice.
In this session, we will cover:
- Creating & Using Task Templates
Leverage our new Task Templates to quickly create to-do’s for your team. We’ll show you how to create and use Tasks, as well as handy tips to setup views and use Jobs to segment your Task list so you can focus on what you need to.
- Using Jobs, Tasks & Automations
Use your Jobs to automate the deployment of FYI Tasks for your team so nothing is missed! We’ll show you how to automate your Payroll & GST processes and some other cool functions to minimise your admin time on the job.
This series is designed to help you leverage FYI’s automation engine and #automate repetitive work for your practice.
If you cannot make the live event, register to receive the resources post-event including the webinar recording.