Get your accounting information in order.
Organise the information and entries available in BizDesk to support accounting reviews and work with the people responsible for your accounts.
Prepare records for accounting review
Business documents need to be easy to find and review before they are processed for accounting.
- 01
Gather information
Find the documents and data for the relevant period.
- 02
Organise entries
Use the accounting features supported by your configuration.
- 03
Prepare the handover
Agree the required information and exports with your accountant.
What you can do
Gather information
Find the documents and data for the relevant period.
Organise entries
Use the accounting features supported by your configuration.
Prepare the handover
Agree the required information and exports with your accountant.
In practice
Before meeting your accountant, gather documents and check the information available for the period being reviewed.
Explore next
Invoicing and payments
Keep track of invoices and payments.
Bank reconciliation
Match bank activity with your business records.
Finance and invoicing
See every feature in this category in BizDesk.
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See how this feature fits into BizDesk, then compare plans for your business.
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