Review your starting point
Check account masters and opening balances with your accountant.
Review customer ledgers, cash and bank movements, financial periods and accounting reports alongside the documents behind them.
Explore in the workspaceReview customer ledgers, cash and bank movements, financial periods and accounting reports alongside the documents behind them.
Check account masters and opening balances with your accountant.
Enter the sale, purchase, expense or payment in its business workflow.
Review linked debit and credit entries and their source documents.
Reconcile accounts and review exceptions before closing a financial period.
Bring your invoices, stock and accounts into one organised workspace.