Templates
Set something up once and reuse it. An engagement template carries the document checklist and much more besides — and it is one of six kinds of template your firm can build.
Most of your work repeats. Every personal tax return asks for roughly the same slips. A template captures that list once so you are not rebuilding it per client.
What ships with Vylan
Nine built-in templates, ready to use:
- T1 — Personal
- T2 — Corporation
- Monthly bookkeeping
- Self-employed (T2125)
- Rental income (T776)
- GST/QST return
- Trust return (T3)
- Final return (estate)
- New client onboarding
The picker on a new engagement also offers Empty, which starts you with nothing and lets you add documents by hand.
The built-ins are bilingual. Your client sees each document named in their own language, whichever language you work in.
Six kinds of template
Templates in the sidebar holds more than checklists now: Set something up once and reuse it: a whole engagement, the tasks a job takes, what you ask clients to send, and what you sell.
- Engagements — a whole job: its documents, its flow, its services and its letter.
- Tasks — a piece of work you set up repeatedly, with its own steps and automations.
- Requests — a set of documents to ask a client for.
- Questionnaires — questions rather than files.
- Services — what you sell, and what it costs.
- Folders — the folder skeleton a new client's files start with.
Making your own
- Go to Templates in the sidebar and pick the kind you want.
- New template.
- Work through its sections. An engagement template has Basics, Documents, its automation, its Service items and its Letter — so the whole job is set up, not only what you ask for.
- Give each document row a type. This is the part that matters most, see below.
- Save. It now appears in the picker alongside the built-ins.
Why the document type matters
Each row carries a document type: T4, RL-1, T5, a notice of assessment, a bank statement, and so on. That type is what Vylan compares the upload against. It is the difference between Looks right and Expected T4, got T4A.
A row with a vague type still works, your client can still upload, and you can still approve. You just lose the automatic check on that row.
Editing a template later
Changing a template affects engagements you create from then on. Engagements you already sent keep the list they were sent with, so a client is never surprised by a document appearing on their page after the fact.
Next: the document checklist.