Pure Workflow comes pre-loaded with all the Pure Bookkeeping bookkeeping task templates.
This saves you the time and money it would otherwise take to set up and implement your systems in Pure Workflow, or another workflow management software.
The templates each link out to manuals, which provide additional instruction for completing the process described in the tasks.
Once you receive your Pure Workflow workspace, simple open the task templates and begin customising them for each of your clients. Then you are ready to assign them to yourself or your team.
How easy is that?
For a list of available templates, see below:
Australia
United States
Canada
Australia
XERO:
- AU XERO 01. Setup - Configure a New Organisation v4.00
- AU XERO 02. Setup - Configure an Existing Organisation v4.00
- AU XERO 03. Setup - Reports v4.00
- AU XERO BAS Preparation - 01 CONFIRM v4.00
- AU XERO BAS Preparation - 02 FINALISE v4.00
- AU XERO Monthly Rec & Review - 01 PREPARE v4.00
- AU XERO Monthly Rec & Review - 02 RECONCILE v4.00
- AU XERO Monthly Rec & Review - 03 CONFIRM v4.00
- AU XERO Payroll Rec & Review - 01 PREPARE (M1) v2.00
- AU XERO Payroll Rec & Review - 01 PREPARE (M2) v2.00
- AU XERO Payroll Rec & Review - 02 CONFIRM (M1) v2.00
- AU XERO Payroll Rec & Review - 02 CONFIRM (M2) v2.00
- AU XERO Payroll Rec & Review - 02 CONFIRM (M3) v2.00
- AU XERO Payroll Rec & Review - 03 FINALISE (M1) v2.00
- AU XERO Payroll Rec & Review - 03 FINALISE (M2) v2.00
QBO:
- AU QBO 01. Setup - Configure a New QBO File v2.00
- AU QBO 02. Setup - Configure an Existing QBO File v2.00
- AU QBO 03. Setup Reports v3.00
- AU QBO BAS Preparation - 01 CONFIRM v2.00
- AU QBO BAS Preparation - 02 FINALISE v2.00
- AU QBO Monthly Rec & Review - 01 PREPARE v2.00
- AU QBO Monthly Rec & Review - 02 RECONCILE v2.00
- AU QBO Monthly Rec & Review - 03 CONFIRM v2.00
- AU QBO Payroll Rec & Review - 01 PREPARE (M1) v1.00
- AU QBO Payroll Rec & Review - 01 PREPARE (M2) v1.00
- AU QBO Payroll Rec & Review - 02 CONFIRM (M1) v1.00
- AU QBO Payroll Rec & Review - 02 CONFIRM (M2) v1.00
- AU QBO Payroll Rec & Review - 02 CONFIRM (M3) v1.00
- AU QBO Payroll Rec & Review - 03 FINALISE (M1) v1.00
- AU QBO Payroll Rec & Review - 03 FINALISE (M2) v1.00
MYOB:
- AU MYOB AR BAS Preparation Checklist v1.00
- AU MYOB AR EOY BAS Preparation Checklist v1.00
- AU MYOB AR EOY GJ Checklist v1.00
- AU MYOB AR EOY Payroll Preparation Checklist v1.00
- AU MYOB AR IAS Preparation Checklist v1.00
- AU MYOB AR Workcover Checklist v1.00
United States
QBO
- US QBO 00. Onboarding New Clients v1.00
-
US QBO 01. Set Up - Configure a New Company File v2.00
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US QBO 02. Set Up - Configure an Existing Company File v2.00
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US QBO 03. Set Up - Reports v2.00
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US QBO Monthly Rec & Review - 01 PREPARE v1.00
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US QBO Monthly Rec & Review - 02 RECONCILE v1.00
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US QBO Monthly Rec & Review - 03 CONFIRM v1.00
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US QBO Payroll Tax Preparation - 01 CONFIRM v1.00
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US QBO Sales Tax Preparation - 01 CONFIRM v1.00
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US XERO 00. Onboarding New Clients v1.00
Canada
QB Desktop:
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CA QB PD7A Prep Checklist
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CA QB PST Prep Checklist
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CA QB Reporting Checklist Q4
- CA QB EOY GJ Checklist
- CA QB EOY GST/HST Prep Checklist
- CA QB EOY Payroll Prep Checklist
- CA QB EOY PST Prep Checklist
- CA QB GST/HST Prep Checklist
QBO Virtual:
- CA QBO 03. Set Up - Reports v2.00
- CA QBO 02. Set Up - Configure an Existing Company File v2.00
- CA QBO 01. Set Up - Configure a New QBO File v2.00
- CA QBO Monthly Rec & Review - 01 PREPARE v1.00
- CA QBO Monthly Rec & Review - 02 RECONCILE v1.00
- CA QBO Monthly Rec & Review - 03 CONFIRM v1.00
- CA QBO Payroll Tax Preparation - 01 CONFIRM v1.00
- CA QBO GST/HST Preparation - 01 CONFIRM v1.00
- CA QBO QST Preparation - 01 CONFIRM v1.00
- CA QBO PST Preparation (BC) - 01 CONFIRM v1.00
XERO:
- CA XERO Monthly Rec & Review - 01 PREPARE v1.00
- CA XERO 01. Setup - Configure a New Organization v1.00
- CA XERO 03. Setup - Custom Reports
- CA XERO 02. Setup - Configure Existing Organization v1.00
- CA XERO GST/HST Preparation - 01 CONFIRM v1.00
- CA XERO Monthly Rec & Review - 02 RECONCILE v1.00
- Xero GST/QST Preparation - 01 CONFIRM
- CA XERO GST/PST Preparation (BC) - 01 CONFIRM v1.00
- CA XERO GST/PST Preparation (SK) - 01 CONFIRM v1.00
- CA XERO Monthly Rec & Review - 03 CONFIRM v1.00
- CA XERO GST/RST Preparation (MB) - 01 CONFIRM v1.00