Xero advisors: deliver BAS summaries and payment info
Xero advisors: deliver BAS summaries and payment info
Xero certified advisors see clients miss BAS payment steps when completion notices stay internal, causing payment confusion and extra follow-up work. This workflow emails formatted activity statement summaries and payment instructions after task completion, ensuring clients get clear payment guidance and accounting staff avoid manual chasing.
Overview
Missing BAS emails create payment confusion and extra manual follow-up for small accounting practices. This workflow ensures every completed BAS task triggers a clearly formatted statement and payment instructions, producing clearer client payments, zero missed follow-ups, and a retrievable audit trail.
Notable Features
- Email formatted BAS summaries
- Attach payment instructions and references
- Route exceptions to accounting inbox