Accounting practice management software

Automated tasks

Set up your recurring tasks and let Uku manage them for you!
An Image of Uku Dashboard
Mart Nomper Photo
"We’ve promised our clients to perform their tasks with high quality and on time, and Uku helps keep our promises."
Mart Nõmper
Rödl & Partner

What does job management automation give you?

Uku makes sure that the right tasks reach the right person's dashboard at the right time.

Recurring tasks save you time

Recurrence
Weekly Recurrence
Monthly Recurrence
Quarterly or yearly recurrence
Custom
Raamatupidamine

Recurring tasks save you time

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Weekly recurrence – one or more days of the week
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Date-based recurrence – monthly, quarterly, or yearly
If the recurrence falls on a day off, choose whether the task is brought forward or backward from that day.

All important information in one place

Client - Profile
Tesla
T
Payroll
0/9
T
Pay run
0/3
T
Accounting
0/5

All important information in one place

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Checklists – a list of subtasks
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Attachments, manuals and other notes
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Topics by which you can group and filter jobs

Each client has their own work plan – system!

Dashboard
To do today
P
Income statement
21.11
C
Balance sheet
28.12

Each client has their own work plan – system!

In the client's work plan you will find:
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Agreed tasks with deadlines
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Person in charge
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Customer information and contacts
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Documents, notes, access rights, etc

Uku plans tasks for you

Dashboard
Accounting
Kuni täna
P
Accounting
21.11

Uku plans tasks for you

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Stay focused – today's jobs are prioritize by default
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Manage tasks on your dashboard or calendar
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Quickly find the task you want with search and filter

Automated tasks features

Work plan templates

With a work plan, you get a quick and convenient overview of the tasks. When creating a work plan for a client, you can use work plan templates as a basis.

Custom dashboard

Save your ideal dashboards with chosen filters and grouping for fast access.

Custom fields

Enter information to Uku that is important to you. For example, you can use additional fields to keep track of whether a customer is late in sending documents.

Automated time tracking

Automate the time tracking by entering a time forecast for a task. Mark the task done and automate the time logging.

Real-time overview

The report consolidates information about tasks, time and volumes by customers, team, etc. This gives you an insight what and how to improve.

Responsible person

Users' rights lets every team member see only the information they need. The responsible person also sees an overview of team members’ tasks.
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