Work Schedule

May 18 / Clarity Street
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The growing compliance requirements imposed by the ATO are a mounting concern within our industry, particularly regarding meeting the lodgement targets by 15th May. Additionally, finding time to offer valuable business advice beyond compliance work has become challenging.
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In this session, we will guide you through the process of setting up and utilising a method for efficient work management. We will also demonstrate how to effectively utilise custom fields and reports in XPM for efficient updates. Additionally, we will showcase how FYI Automations can help you proactively manage your work schedule, meet lodgement targets, and create a more efficient and streamlined workflow.
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Utilise a Traditional Work Schedule/Lodgement Program Using Excel
One way to effectively manage and track your workload is by using a traditional work schedule or lodgement program in Excel. By creating a structured and organised system, you can allocate tasks, set deadlines, and monitor progress.
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Effectively Utilise Custom Fields and Reports in XPM for Efficient Updates
Xero Practice Manager (XPM) offers powerful features that can streamline your work schedule and provide real-time updates. Custom fields and reports within XPM allow you to track specific information related to each client, such as lodgement due dates and priority levels. By leveraging these tools, you can efficiently manage your workload and ensure that important tasks are not overlooked.
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Harness the Power of FYI Automations to Proactively Manage Work Allocation and Meet Lodgement Targets
FYI Automations is a game-changer when it comes to work allocation and managing lodgement targets. With automation workflows, you can automate repetitive tasks, allocate work based on predefined rules, and ensure that the right team members are assigned to specific tasks.
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Watch a recording of this session below.