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:
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AU XERO 01. Setup - Configure a New Organisation v3.01
- AU XERO 02. Setup - Configure an Existing Organisation v3.02
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AU XERO 03. Setup - Reports v3.01
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AU XERO BAS Preparation - 01 CONFIRM v3.00
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AU XERO BAS Preparation - 02 FINALISE v3.01
- AU XERO EOY BAS Preparation Checklist v3.00
- AU XERO EOY Payment Summary Checklist v3.00
- AU XERO EOY Payroll Preparation Checklist v3.00
- AU XERO EOY Q4 BAS Preparation Checklist v3.00
- AU XERO EOY Q4 Payroll Preparation Checklist v3.00
- AU XERO EOY STP Finalisation Checklist v3.00
- AU XERO EOY Workcover Checklist v3.00
- AU XERO Monthly Rec & Review - 01 PREPARE v3.00
- AU XERO Monthly Rec & Review - 02 RECONCILE v3.01
- AU XERO Monthly Rec & Review - 03 REVIEW v3.00
- AU XERO Monthly Rec & Review - 04 CONFIRM v3.00
- AU XERO Payroll Rec & Review - 01 PREPARE v1.01
- AU XERO Payroll Rec & Review - 02 CONFIRM v1.01
- AU XERO Payroll Rec & Review - 03 FINALISE 1.00
QBO:
- AU QBO 01. Setup - Configure a New Company File v3.00
- AU QBO 02. Setup - Configure an Existing Company File v3.00
- 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 EOY BAS Preparation Checklist v3.00
- AU QBO EOY Payment Summary Checklist v3.00
- AU QBO EOY Payroll Preparation Checklist v3.00
- AU QBO EOY Q4 BAS Preparation Checklist v3.00
- AU QBO EOY Q4 Payroll Preparation Checklist v3.00
- AU QBO EOY STP Finalisation Checklist v3.00
- AU QBO EOY Workcover Checklist v2.00
- AU QBO IAS Preparation Checklist v1.02
- AU QBO Monthly Rec & Review - 01 PREPARE v2.00
- AU QBO Monthly Rec & Review - 02 RECONCILE v2.00
- AU QBO Monthly Rec & Review - 03 REVIEW v2.00
- AU QBO Monthly Rec & Review - 04 CONFIRM v2.00
- AU QBO Quarterly Review Checklist v1.01
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
QB Desktop:
- US QB Balance Sheet Rec
- US QB P&L 9-month Review
- US QB P&L Annual Review
- US QB P&L Monthly Review
- US QB P&L Quarterly Review
- US QB P&L Semi-Annual Review
- US QB Payroll Tax
- US QB Setup - Configure an Existing Company File
- US QB Setup - Configure an New Company File
- US QB Year End Journal Entry
- US QB Year End Tax Preparation
QBO
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US QBO Bal Sheet Rec
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US QBO Implementing the PBS for existing clients
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US QBO Implementing the PBS for new clients
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US QBO P&L 9-Month Review
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US QBO P&L Monthly Review
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US QBO P&L Semi-Annual Review
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US QBO Payroll Tax
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US QBO Payroll Tax - 3rd Party Payroll Provider
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US QBO Pre-reconciliation steps
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US QBO Quarterly P&L Review
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US QBO Sales Tax
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US QBO Sales Tax - 3rd party
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US QBO W2, W3, FUTA
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US QBO Year End AJE
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US QBO Year End Bal Sheet & 1099s
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US QBO Year End P&L Review
- US QBO Set up - Configure a New Company File
- US QBO Set up - Configure an Existing Company File
- US QBO - Setup Reports
- US QBO Year End Tax Preparation
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:
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CA QBO Monthly Rec & Review Checklist
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CA QBO PB GST HST Preparation Checklist
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CA QBO PB PST Preparation Checklist
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CA QBO PB YE Accountant Prep Checklist
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CA QBO PB YE Post AJE Rec & Review Checklist
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CA QBO PB YE Rec & Review Checklist
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CA QBO Quarterly Review Checklist
- CA QBO Setup - Configure a New Company File
- CA QBO Setup - Configure an Existing Company File
- CA QBO Setup - Reports
XERO:
The Xero task templates are currently in Beta.
If you are interested in gaining access to the Xero beta test, contact support.