The client uploads, you check.
Income, expense and bank statements land in your panel every period. Review them, send back any incorrect ones with a comment, and download the period's documents in one go.
Sample Client Ltd.Not Reviewed
Income DocumentsExpense DocumentsReceipts/ExpensesOther ExpensesBank and Card Statements
Invoice No.Invoice DateTotal Amount
Income Documents · 4 documents
Document Types
Each document type in its own tab.
Income, expenses, receipts/expenses, other expenses and bank statements are listed in separate tabs. The Reviewed / Not reviewed filter brings documents you have not looked at to the front.
Not ReviewedReviewedDownload Period Documents
Invoice No.Invoice DateTotal Amount
3 documents awaiting review
Upload Order
The client uploads documents in order and sends them to you.
Income first, then expenses, and bank statements last. The client approves and starts the process, and tracks which stage the documents are at from their panel.
Error Report
Send incorrect documents back with an explanation and chase missing ones.
Use Report Error to write the reason, and the client sees the explanation next to the document. For missing documents, send a reminder from the Notification Centre.
Error Reported
Report Error
Invoice date is outside the period.
Send
Document reminder: We are waiting for this period's documents.