Appy Hour Ecosystem Template Pack
Created by Satterley Training & Consulting
Unlock a collection of tried and tested templates created by Satterley Training & Consulting.
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Bill Pay in Melio Template
Download your free Bill Pay in Melio template to personalize and use in your bookkeeping or accounting firm.
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About this template
This template is the Satterley Training & Consulting best practice workflow for client bill pay processes using Melio.
The start date is first day of the week, the due date is Friday (unless otherwise indicated in the engagement notes), and the assignee is the Bookkeeper.
How to use this template
Add this template to Karbon
Get more out of this template by adding it to your Karbon Practice Management cloud-based software, including:
- Time and Budget Estimates
- Task Automation
- Client Task Automation
- Client Work Scheduling
Alternatively, you can
.How to customize a template
You can edit any saved template to fit your firm's specific needs. Before making changes, duplicate a pre-populated template by selecting it, clicking the "..." menu, and choosing Duplicate.
Common customizations:
- Reorder or nest tasks
- Add or remove tasks
- Edit the client task email
- Use or modify Tasklist automators
Read the support article to learn more.
About Satterley Training & Consulting
Satterley Training & Consulting provide coaching services for accounting professionals and business owners.
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