FINANCE

SUBPAGES

Accounts Payable

• How To Make Payments

• How To Manage Expenses To On-Charge

• How To Manage Bills

• What To Do When A New Asset Is Purchased

Accounts Receivable

• How To Create A Recurring Service Plan &/or Client Subscription Invoice (with subpages)

• How To Create An Invoice For A Project

• How To Create An Invoice For An Overseas Client

• How To Oncharge Expenses To Clients

• How To Manage Fetch Direct Debits (with subpages)

• How To Manage Overdue Debtors (with subpages)

End Of Month Invoicing

• 1st Day Of The Working Month (with subpages)

• 1st Week Of The Working Month

• How To Update The Delegated Hours Spreadsheet (with subpages)

• How To Update The Time Analysis Spreadsheet (with subpages)

• Last Days Of The Working Month (with subpages)

• Sending Bonus Successful/Unsuccessful Emails

Kiwibank

Reconciling

• Chart Of Accounts - Strictly Savvy

• Guide For Reconciling Xero - Strictly Savvy

• How To Reconcile Stripe Payments In Xero

Compliance

• How To Conduct The GST Returns

• How To Manage End Of Year Accounts

• How To Manage Tax