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Papers for the bookkeeper
Every close means hunting invoices in email.
From the list of what your bookkeeper asks for, it can check what is missing against what you mark as received.
How to use it
- Press Copy, or the button for the app you use.
- Paste the text into the chat.
- Write what you need, with your own details. For example:The bookkeeper asked for purchase invoices, the bank statement, and this month's payroll sheet. I already have the invoices. I am missing the statement.
Note: it does not move your money or replace the person who keeps the books.
You write
The bookkeeper asked for purchase invoices, the bank statement, and this month's payroll sheet. I already have the invoices. I am missing the statement.
You get back
Papers for the bookkeeper - The bookkeeper asked for purchase invoices, the bank statement, and this month's payroll sheet. - I already have the invoices. - I am missing the statement. This is what your note comes to. Change it if something is not from your day.
In three steps
- Tell it about "Papers for the bookkeeper" in your own words, the way you would tell a coworker.
- Read what comes back and change any figure or name you did not say.
- Compare it with your papers before you pass it on.
A tip. Use only figures you already saw on the paper or at the bank.