🧮 Bogholderi: Konfigurer processer i TaxDome
Coming soon! Recurring jobs videos are in the progress of being updated to reflect the new pipeline settings interface.
Here, we will tell you how to set up your bookkeeping processes in TaxDome: how to automate your workflow and create of recurring tasks/jobs.
Dækket her:
- Kortlæg dine bogføringsprocesser
- Digitaliser dine bogføringsprocesser med TaxDome
- Opsæt en tidsplan for tilbagevendende bogføringsopgaver
- Udforsk, hvordan du håndterer forskellige typer bogføringskunder med tilbagevendende opgaver
- Tilpas tilbagevendende jobs til forskellige klienter
Mål: Kortlæg dine processer, overfør dem til TaxDome, og opret tilbagevendende processer.
Anbefalede trin: Gør det med det samme!
- Kortlæg dine bogføringsprocesser. Find ud af, hvad dine processer er, og hvilke trin de har. Er der fælles trin for forskellige tjenester, eller er der forskelle? Hvis du f.eks. bogfører månedligt for nogle kunder og kvartalsvist for andre, er trinene for disse tjenester ens. Og hvis du også bogfører ved årets udgang, vil trinene være forskellige.
- Digitize your bookkeeping processes with TaxDome. Start by copying Full Cycle Bookkeeping pipeline from our library and edit it in accordance with your needs.
- Set up a schedule for recurring bookkeeping jobs. There are steps that the bookkeeper takes every month, quarter and year. These are recurring jobs in pipelines – for recurring projects that are linked to a client. You can set up a schedule for each client individually or for a group of clients at once.
- Explore how to handle different types of bookkeeping clients with recurring jobs. You can have several recurrence settings in a single pipeline for different types of clients.
- Tilpas tilbagevendende jobs til forskellige klienter. Hvis du har en månedlig bogføringsproces, der har de samme trin for alle kunder, men opgavesættet for nogle af dem er anderledes, kan du bruge betingede automatiseringer.
Valgfrie trin: Vi tilbyder mange flere fantastiske funktioner og eksempler, som du kan udforske nu eller senere.
- Check out the other bookkeeping pipelines. We've prepared a lot of pipelines for you to get started quickly. Copy Bookkeeping - Maintenance and Monthly Bookkeeping pipelines and try them with your test client account.
- Learn how to use recurring tasks. We recommend using tasks only as a complementary feature to using pipelines, for the tasks that are not the part of a bigger regular process, such as entering invoices, paying bills, making deposits, paying bills, or categorizing transactions.
Tip: Check out TaxDome Academy for a comprehensive course on using TaxDome for Bookkeepers.