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What are smart bookkeeping templates and how do they help?

14th Jul 2022
Brought to you by
bokio

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

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Smart templates are one of Bokio’s many features to help you save time on day-to-day bookkeeping tasks. Here’s how smart bookkeeping templates can help you streamline bookkeeping so you can focus on other tasks.

What are smart bookkeeping templates?

In Bokio, you can record transactions using smart bookkeeping templates. Simply search for the type of transaction, for example ‘rent’, choose the right template, and Bokio automatically handles the VAT, debit and credit, and records the transaction in the right account. 

So, why should you use smart bookkeeping templates?

Save time with automation

Recording your transaction is as simple as searching for the type of transaction, and Bokio takes care of the rest. By recording a transaction with just a few clicks you save a lot of time on repetitive tasks. 

Smart bookkeeping templates can be used with other automated features in Bokio like bank feeds, bulk recording transactions and bank rules for a quick and seamless experience. 

Record multiple transactions at once

Bank feeds automatically import transactions from your client’s bank account, so all you need to do is record them with our smart bookkeeping templates. Bank feeds mean you never miss an important transaction, and you can use other automated features.

If your client has lots of similar transactions that need to be recorded in the same way, you can use our bulk record feature to record multiple transactions at once using the same smart bookkeeping template. Either select each transaction, or search for the type of transaction and use the ‘Select all’ button.

Automate with bank rules

To make the process even quicker, you can use bank rules to automate which template you use to record bank transactions. You can automate based on certain conditions; description, amount or account number.

Create custom templates

If you can’t find a smart template for a specific type of transaction you can create one yourself using our feature on the Business plan. This is especially useful if you are using custom accounts, and would like templates to record transactions in them instead of doing it manually.

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. 

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