![]() ![]() To make the process even quicker, you can use bank rules to automate which template you use to record bank transactions based on certain conditions description, amount or account number. You can use our bulk record feature to record multiple transactions at once using the same smart bookkeeping template. 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.īank feeds automatically import transactions from your bank account, so all you need to do is record them with our smart bookkeeping templates. ![]() Smart bookkeeping templates mean you don’t have to manually calculate VAT, and its recorded correctly with debit and credit. ![]() Recording your VAT correctly is important, especially if you submit VAT Returns to HMRC. When you use smart bookkeeping templates we calculate the VAT for you. You don’t need to worry about debit and credit when you use smart bookkeeping templates! We take care of the debit and credit for you, so you can simply record your transaction. You need to make sure the right accounts are debited and credited, and that the debit and credit balance. No stress about debit and creditĭouble entry bookkeeping can feel a bit daunting. Smart bookkeeping templates help you record your transaction in the right account without having any previous knowledge of the chart of accounts. While we think that it’s always great to boost your accounting knowledge, we don’t think the chart of accounts should stop you doing your accounting. You don’t need to know the chart of accounts In comparison to other accounting software that needs some prior knowledge, smart bookkeeping templates are an easy way to do your day-to-day bookkeeping. Recording your transaction is as simple as searching for the type of transaction, and Bokio will help you with the rest. So, why should you use smart bookkeeping templates? 1. The smart bookkeeping template helps you record your transaction in the right account with the correct information. When you record a transaction and search for the type of transaction you choose a smart bookkeeping template. Smart bookkeeping templates are one of Bokio’s many features to make doing your accounting really simple. Managing Work Collections of actionable tips, guides, and templates to help improve the way you work.Kathleen Bush 6 reasons why you should use smart bookkeeping templates.Solution Center Move faster with templates, integrations, and more.Events Explore upcoming events and webinars.Content Center Get actionable news, articles, reports, and release notes.Partners Find a partner or join our award-winning program.Professional Services Get expert help to deliver end-to-end business solutions.Technical Support Get expert coaching, deep technical support and guidance.Help Center Get answers to common questions or open up a support case.Smartsheet University Access eLearning, Instructor-led training, and certification.Community Find answers, learn best practices, or ask a question.Learning Center Find tutorials, help articles & webinars.A quarterly roundup of the innovations that’ll make your work life easier. What’s up next A sneak peek at upcoming enhancements.Digital asset management Manage and distribute assets, and see how they perform.Resource management Find the best project team and forecast resourcing needs.Intelligent workflows Automate business processes across systems.Governance & administration Configure and manage global controls and settings.Streamlined business apps Build easy-to-navigate business apps in minutes.Integrations Work smarter and more efficiently by sharing information across platforms.Secure request management Streamline requests, process ticketing, and more.Portfolio management at scale Deliver project consistency and visibility at scale.Content management Organize, manage, and review content production.Workflow automation Quickly automate repetitive tasks and processes.Team collaboration Connect everyone on one collaborative platform.Smartsheet platform Learn how the Smartsheet platform for dynamic work offers a robust set of capabilities to empower everyone to manage projects, automate workflows, and rapidly build solutions at scale. ![]()
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