Bookkeeping operations: route BAS submissions into project tasks
Bookkeeping operations: route BAS submissions into project tasks
Operations staff miss BAS entries in spreadsheets, risking late filings and penalties. Create tasks from each sheet row and assign staff, updating the project board so processing starts without gaps.
Overview
Operations staff risk missed BAS filings when submissions sit unassigned in spreadsheets. This workflow converts each intake row into a tracked project task, assigns the right person, and updates your board so processing starts without gaps and follow-ups aren't missed.
Notable Features
- Create tasks from new submissions
- Assign submissions to ops staff
- Update project board and status