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Articles tagged with: reports

routine »

[24 Jun 2010 | No Comment | ]

Every time a bookkeeping exercise is done, we generate a number of reports. You may not need them all, although we provide all relevant reports to all clients, just to be on the safe side. You’ll also notice that we tend to show dates in scientific notation YYYYMMDD so that similar files are listed in date order.
As a bare minimum, you should have a look at the profit and loss report which shows you how your business is going. And,check teh aged debtors report to see how much your customers …

annual »

[7 Oct 2009 | No Comment | ]

You can link directly to this article using the short URL http://bit.ly/kGTvI

This article is a sub set of the Annual Accounts Checklist
Please read this article in conjunction with the annual accounts checklist. If you are a Sage user, then the steps you need to follow on your Menu are set out below. This summary was originally prepared in 2006. If you have a later release of Sage and we need to update this advice please let us know.
We prefer Adobe files with a PDF suffix from Sage.
Ensure that you are …

routine »

[19 Aug 2009 | No Comment | ]

You can link directly to this article using the short URL http://bit.ly/bjBCG

This article is a sub set of the Annual Accounts Checklist

Please read this article in conjunction with the annual accounts checklist. If you are a QuickBooks user, then the steps you need to follow on your Menu are set out below. This summary was originally prepared in mid 2008. If you have a later release of QuickBooks and we need to update this advice please let us know.
We prefer tab delimited files with a TXT suffix from QuickBooks. Each …