Recurring job schedules
Schedules that create recurring compliance jobs for clients on time, with the option to generate them manually.
The problem it solves
Creating each client's annual and quarterly jobs by hand is repetitive and things get missed.
How it works
- Set up a schedule for a type of work and the clients it applies to.
- Jobs are generated when they fall due.
- Generate jobs manually when you need them early.
What your practice gets
- Annual and quarterly jobs appear on time.
- No manual setup each period.
- Manual generation when plans change.
Questions accountants ask
Which jobs can be scheduled?
Recurring compliance work such as annual returns and periodic activity statements.
Can I generate jobs early?
Yes. Manual generation is available.
Who gets the jobs?
They appear on the jobs board for assignment.
Related features
Features that work alongside recurring job schedules.
Jobs board
A kanban board and list of every job in the practice, with filters and a workflow stage for each job.
VideoBAS and IAS tracking
Track upcoming BAS and IAS obligations as workflow rows assigned to accountants, with a dashboard widget.
Jobs that follow lodgement status
Job status is kept in step with lodgement status, so a job can close once its return shows as lodged.
Overdue work digest
A regular digest of overdue and stalled jobs, delivered by email or in-app notification according to each person's preference.
Job comments and history
Each job keeps its comments and change history, and finished jobs can be archived and restored.
Assignees and My Tasks
Assign several people to a job, see your own work in My Tasks and claim unassigned work.
VideoSee it working in your practice.
Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.