4 min read
Accountant handoff
Giving your accountant documents without sharing your whole life
Attachment, link or shared folder? Choose according to how you work together and check what the recipient will actually see.
Business and document management
Articles · Page 12
Invoices, business and finding documents. Find a guide for your situation or browse the latest articles.
What do you need to sort out?
23 · Articles
Find documents
Find invoices in email and keep them from getting lost.
61 · Articles
Service invoices
Work out who bills you for a service and where to find its invoice.
20 · Articles
Accountant handoff
Prepare the records, flag missing documents and hand them over clearly.
19 · Articles
Document organization
Set up folders, an archive and a routine your small team can maintain.
13 · Articles
Document problems
Resolve a missing invoice, an unreadable attachment or an unclear document.
5 · Articles
Your invoicing
From quotes to payment reminders: keep track of invoices you send to clients.
Latest articles
3 min read
Small team and routine
A colleague bought something. What do you need besides the receipt?
How a small team can agree on handing over documents without lengthy forms. A business trip example and a message that preserves the context you need.
3 min read
Folders and archive
Will you find last year's invoice when you need it?
Saving files is a start. A good archive lets you find, open and recover a document, even when the person or service responsible changes.
3 min read
Monthly handoff
Your accountant is missing an invoice. Where to look and how to ask
From your accountant’s reminder to a retrieved document: how to use purchase clues, when to contact the supplier and what to tell your accountant in the meantime.
3 min read
Monthly handoff
The invoice arrived after handover to your accountant. What now?
How to clearly add a late-arriving document, distinguish it from a correction and avoid mistaking your own month label for an accounting decision.
3 min read
Document checks
Two similar invoices: a copy, correction or another purchase?
Do not delete a document just because the filename or amount matches. Three common situations show what to compare and what to explain to your accountant.
3 min read
Document checks
The money has left. Why does your accountant still need a document?
A payment is a useful clue when searching, but may not explain the entire purchase. How to link a transaction to an invoice and give your accountant the context they need.
3 min read
Document checks
The computer read the invoice. Does it understand what is on it?
The difference between reading text and assigning a document correctly. Where human review pays off and why a confident-looking result may not be right.
3 min read
Document checks
A suspicious invoice arrived. What to check before responding
A changed bank account number, an unexpected attachment or an urgent request. How to verify a message independently and avoid making decisions under pressure.