Organise your documents
Start with sales and purchase invoices, expense documents and bank statements. Define who adds them, who reviews them and how missing items are tracked. A simple, repeatable process is easier to maintain.
Follow receivables and payables
Customer and supplier balances are meaningful when documents and settlements are current. Use invoice records and reconciliation to clarify differences and partial payments.
Agree the setup with your accountant
The tax regime, returns and transaction treatment depend on the company’s circumstances. In a Start demo, review required workflows, module availability and the records to transfer from your current system.