A receipt, an invoice and a payment record: why keep all three?
Understand what receipts, invoices and payment records each show, how to link them, and what shop owners can prepare for a bookkeeper.
Choosing what your bookkeeper needs to review first
Decide which unexplained movements, missing receipts and open questions your bookkeeper should review first, with practical trade-offs and a worked example.
Preparing a monthly records handover for your bookkeeper
Prepare a clear monthly handover with receipts, statements and open questions, so your bookkeeper knows what is ready for review and what needs attention.
NeroBooks: a first setup checklist for business records
Prepare your business details, organise income and expense records, and agree review responsibilities with your bookkeeper before starting in NeroBooks.
Finding duplicate expense records before a review
Compare supplier, date, amount and reference to spot possible duplicate expenses, preserve supporting evidence and prepare clear questions for your bookkeeper.