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Monthly bookkeeping

For an accountant or bookkeeper. Sent on the first working day of the month to whoever keeps the records. Assign the bank items to the owner and the invoice items to the bookkeeper.

8 requestsBookkeepersBuild it in minutes

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The pack

Every request, in the order it is asked

Sent once, one link for each person, and here it is coming back. Show the rest to watch each request written in and answered.

September booksHollybush Bakery6 of 8 back
  • UploadBank statementsand cards, every accountAssigned to THTom HarrisFrom KatetomorrowComplete
  • QuestionPaid personallyanything you paid yourselfAssigned to THTom HarrisFrom Katein 3 daysComplete
  • UploadSales invoicesif not in the softwareAssigned to THTom HarrisFrom Katein 5 days1 file sent
  • UploadSales reportscard and onlineAssigned to THTom HarrisFrom Katein 7 days2 files sent
  • UploadPurchase invoicesand receiptsAssigned to THTom HarrisFrom Katein 9 daysComplete
  • QuestionPayments we listedthe ones we cannot placeAssigned to THTom HarrisFrom Katein 11 daysAwaiting reply
  • QuestionHours and changesstarters and leaversAssigned to THTom HarrisFrom Katein 13 daysReminder sent
  • DecisionEquipment over £500Assigned to THTom HarrisFrom Katein 2 daysComplete

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