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Bookkeeping task inspiration

Workiro is secure, and perfect when sending sensitive financial or personal information. Here’s some inspiration of what you could add.

Suggested tags for organisation

Organise and group tasks and conversations using your own tags, for example:

  • Invoicing
  • Receipts
  • Banking
  • CreditControl
  • Bills
  • Payments
  • Reporting
  • Budgets
  • Taxes
  • Queries
  • Agreements
  • Client
  • Authorisation
  • HalfYear
  • YearEnd
  • January
  • March
  • Calls
  • Emails
  • Urgent
  • Quick

Task templates

For efficiency, create templates in GetBusy for repetitive or recurring tasks and processes. Here are some ideas: