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Helpful Guides

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

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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
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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
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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
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Written by Support Team
Updated over a week ago
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