Setting up custom job workflows
Workflows let you define the stages a job moves through from start to completion.
Creating a workflow
- Go to Settings > Workflows.
- Click New Workflow.
- Name your workflow (e.g. "Year-End Accounts").
- Add stages by clicking Add Stage. Example stages:
- Information Gathering
- Preparation
- Review
- Client Approval
- Filing
- Complete
- Click Save.
Applying a workflow to a job
When creating a new job, select the workflow template from the dropdown. The job will automatically inherit the stages you defined.
Customising stages
Each stage can have:
- Assigned team member who is responsible
- Due date relative to the job start or a fixed date
- Checklist items for granular task tracking
- Automations such as email notifications when a stage is reached
Default workflows
Accupe comes with built-in workflow templates for common UK accounting tasks including Tax Returns, VAT Filings, and Annual Accounts.
Tip: You can duplicate and modify the default templates rather than building from scratch.