Annual Budgeting and Financial Forecasting
A complete workflow for creating annual budgets and financial forecasts that actually get used. Takes 2-3 weeks to compl...
6 steps
3 fields
1 automations
Accounting Budgeting
Accounting templates
Workflow templates designed for the Accounting industry. Each template is ready to use and customize for your specific needs.
Client Invoice Processing & Billing Workflow
A comprehensive Tallyfy template for processing client invoices from start to payment collection. This workflow covers g...
13 steps
Accounting billing
Customer Refund Request & Authorization Form
Estimated Time: 3-5 minutes to submit Difficulty: Easy Team Size: 2-3 (CSR, finance, manager) Streamline customer refun...
6 steps
8 fields
1 automations
Accounting Refund
Expense Claim Request
Use this blueprint to process approvals on expense claims from your employees. Blueprint - Expense Claim Request (Sampl...
12 steps
6 automations
Accounting requests
Sales Discount Approval & Pricing Exception Workflow
Estimated Time: 1-4 hours (depending on discount level and approval chain) Difficulty: Beginner Team Size: 2-3 approve...
11 steps
5 automations
Accounting Approval
Sales Price Override Approval Workflow
Use this Tallyfy template to request, review, and approve price overrides for products or services. Ensures proper autho...
9 steps
3 automations
Accounting pricing
Accounting Firm Client Onboarding
Get new accounting and bookkeeping clients set up properly from day one. This covers everything from the initial chat to...
7 steps
3 automations
Professional Services Accounting
Affiliate Program
Launch and manage a profitable affiliate program from scratch. This Tallyfy template walks you through defining commissi...
7 steps
Accounting payments affiliate
Annual Planning
A structured Tallyfy template for creating your annual business plan. Takes 2-3 weeks to complete properly. Best for CEO...
5 steps
3 fields
1 automations
Accounting Budgeting
Bi-Weekly Payroll Processing Workflow
Complete bi-weekly payroll processing workflow for HR and finance teams. Estimated time: 2-4 hours per cycle. Covers tim...
10 steps
3 automations
Accounting HR
Cash Collection
A structured accounts receivable collection process for overdue invoices. Takes about 45-90 days from first reminder to ...
10 steps
Accounting Accounting
Cash flow management
Monthly or weekly cash flow review for CFOs and finance teams. Takes 30-60 minutes. You will track money in, money out, ...
7 steps
3 fields
1 automations
Accounting statements
Financial Statement Preparation Workflow
**Estimated Time:** 7-10 business days | **Difficulty:** Intermediate | **Team Size:** 2-4 people A structured 8-step p...
8 steps
1 fields
Accounting statements
Invoicing Client(s)
Run this process every time an invoice is generated for a client...
7 steps
Accounting Accounting
Long-Term Financing
Run this process any time you want to finance any big projects in the company...
10 steps
6 fields
Accounting Approval
Monthly Sales Tax Filing Workflow
**Estimated Time:** 10-15 hours over 2 weeks | **Difficulty:** Intermediate | **Team Size:** 1-2 people (Accounting/Fina...
8 steps
Accounting tax
Pricing Approval Workflow
Pricing Approval Workflow A structured workflow for reviewing, approving, and implementing pricing changes. This proces...
6 steps
2 automations
Accounting pricing
Quarterly Strategic Planning & Goal Setting Workflow
A comprehensive Tallyfy template for quarterly strategic planning sessions. Estimated time: 3-4 hours total. Difficulty:...
7 steps
Accounting Budgeting
Retail Credit Card Payment Processing
Process credit card transactions with built-in verification and fraud prevention for retail businesses. **Estimated tim...
5 steps
5 fields
2 automations
Accounting payments creditcards
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