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bokio

Make managing your clients simple with our time-saving software.

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New Bokio features! Custom templates and more

16th Feb 2022
Brought to you by
bokio

Make managing your clients simple with our time-saving software.

Share this content

Our latest new features make it easier for you to work in Bokio with your clients. You can now create custom templates and your clients can run directors payroll and get paid online with Stripe.

Custom templates

With custom templates you can create templates for specific transactions so you can adapt Bokio even more to your needs.

If you have created your own accounts for a client’s company and you now want to be able to use a smart template for them, or there is simply no accounting template for what you are recording then custom templates are the solution.

Custom templates work as part of our smart accounting solution. You can save time recording transactions by searching for the right template and we’ll take care of the chart of accounts, debit and credit, and VAT for you.

Directors payroll

Bokio now offers directors payroll, ideal for clients who are directors of limited companies with monthly or annual salaries and no additional employees. 

The directors payroll solution allows your clients to pay themselves a salary with the right payslip. All the details will be in Bokio, so you can easily record their journal entries and tax payments. Whether you’re handling their payroll or your clients are, you can submit RTI FPS to HMRC, see the amount due for taxes, and keep records of their payslips.

Online invoice payments with Stripe

Your clients can now get paid by their customers with our Stripe integration. By adding Stripe to their invoices, clients can easily pay online by card. You’ll have the details you need to record their income in Bokio without having to follow up with your clients.

About Bokio

Bokio accounting software offers bookkeeping, invoicing and expenses management. It’s a great solution for collaborating with smaller clients, like small businesses, sole traders and freelancers. Features like bank feeds, bookkeeping templates and automated reporting make it easy to collaborate with your clients.

Bokio helps you save time by using automation, so you can focus on offering high value advisory services.