🧮 Bokføring: Konfigurer prosesser 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.

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Goal: Map your processes, transfer them to TaxDome, and set up recurring ones.

Anbefalte tiltak: Gjør dette med en gang!

Kartlegg bokføringsprosessene dine. Finn ut hvilke prosesser dere har og hvilke trinn de består av. Er det felles trinn for ulike tjenester, eller er det forskjeller? Hvis du for eksempel bokfører månedlig for noen kunder og kvartalsvis for andre, er trinnene for disse tjenestene like. Og hvis du også fører regnskap ved årsskiftet, vil trinnene være forskjellige.

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.

Tilpasse tilbakevendende jobber for ulike kunder. Hvis du har en månedlig bokføringsprosess som har lignende trinn for alle kunder, men oppgavene for noen av dem er forskjellige, kan du bruke betingede automatiseringer.

Valgfrie trinn: Vi tilbyr mange flere flotte funksjoner og eksempler som du kan utforske nå 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.