AllDone

The source reports to export for each upload slot, by software, and the files not to upload. Use it to build your year-end pack.

Year-end export list: the reports AllDone reads

Per slot, the accounting report to export from Xero, QuickBooks Online or Sage, the settings to use, and which layouts AllDone reads today.

Export list: Xero, QuickBooks Online and Sage reports

Which payroll reports (BrightPay, Paycircle, Xero Payroll, Sage and others), HMRC online account pages and CIS documents to upload, and which to leave out.

Export list: payroll, HMRC and CIS

Which bank, card and loan statements, reconciliations, loan and HP schedules, and other client documents to upload, and which layouts AllDone reads today.

Export list: bank, card, loan and other client records

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Records intake & agreement

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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