Helpful Guides

This section includes an end of financial year checklist and guides around planning

3 articles in this collection
Written by Support Team

End of financial year

Add an Invoice Date to a Transaction

You can now add an invoice date to your completed transactions to allocate the correct financial year

Written by Support Team
Updated over a week ago

End of financial year checklist

Use this checklist to help you supply the information your accountant needs to prepare your financial accounts

Written by Support Team
Updated over a week ago

How to record financial year transactions

Account for your end of year transactions using invoices and bank transactions

Written by Support Team
Updated over a week ago