The month ends. The close for your accountant is ready.
Your office gathers the month's purchases and settlements in an Excel, with VAT by rate, tax perceptions and withholdings, and every original paper. It asks you before sending it.
Your office, todaySeptember close
- 07:00Gathered September's 38 purchases and 3 settlements
- 07:00Built the Excel: VAT by rate, perceptions and withholdings
- 07:00Noted what is missingThe PDF of one purchase and a tax ID
- 07:01Gathered the 41 papers in one link
Asks youSend the close to Marta Gómez?
The Excel and the 41 papers
How it does it
From the month to your accountant, with every paper
It does the job end to end, and before money, a message or a commitment goes out, it asks you.
The month ends. Or you ask for it: “put together September's close”.
- Builds the Excel with a purchases sheet and a settlements sheet.
- VAT by rate, tax perceptions and withholdings.
- A sheet with what is missing.
- The original papers, in one link.
Always, before sending it to your accountant.
The close sent, with every figure and its paper.
Today and with your office
Today the close is a box of papers
- Everything gets gathered in a rush on the last day.
- Your accountant asks for what is missing, bit by bit.
- Invoices get searched for on WhatsApp.
- Nobody knows what was sent.
- The close, on the 1st.
- What is missing, said beforehand.
- Every original paper, together.
- What was sent, kept.
What about what I bought without an invoice?
It stays out. If you tell it “send it with what has no invoice”, it adds it on a separate sheet.
And if a month had no papers?
It puts nothing together: it tells you in the summary.
How long does the papers link last?
37 days: it gives your accountant the whole next month to download them.
Handles
Meanwhile, it also
Done · 16:05Recorded the payment to Agroquímica Pergamino
$ 3,200,000 · $ 800,000 left
Asks youSend the claim to the grain buyer?
To Acopio Don Mario, with the 12 tickets
Sent on its own · 14:32Asked 3 suppliers for a seed price
Short for 20 ha of Lote 13
You released it on Oct 12
