Recurring work, now with smarter checklists
Recurring jobs now spawn with self-filling templates and checklists, so every compliance cycle starts ready to work.
Compliance work is relentless and repetitive — BAS every quarter, payroll every month, annual returns every year. Finye's recurring jobs already create the work for you on schedule. Now they arrive with smarter checklists that fill themselves in, so each cycle starts ready to go.
Templates that do the setup
When a recurring job spawns, it can pull in a self-filling template — the steps, checklist items and details that belong to that kind of work. Instead of an empty job, your team sees a fully structured task with the right checklist already attached.
- Standardised steps — every BAS or year-end job follows the same proven sequence.
- Self-filling fields — client and job details flow in automatically from your records.
- Checklists that travel — the template's checklist appears on each new occurrence, ready to tick off.
Why smarter checklists matter
Consistency is the whole point of compliance work. When every quarterly job starts from the same template, nothing gets skipped, new staff onboard faster, and reviewers know exactly what to expect. The checklist becomes a record of what was done, not just a to-do.
Set it once, run it forever
Define the recurrence — weekly, monthly, quarterly, annually — and link the template. From then on, Finye creates each occurrence on time, attaches the checklist, fills in what it can, and surfaces the job on your boards and dashboards. Your team simply works the list.
Pairs with reminders and SLAs
Recurring jobs work hand in hand with SLAs and reminders, so deadlines stay visible and at-risk work surfaces before it slips. Combine that with the self-filling checklist and each cycle runs with less manual setup and fewer dropped steps.
How to get started: Build a template under Templates, add its checklist, then attach it to a recurring job in Recurring. The next occurrence will arrive pre-filled and ready to work.