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Bookkeeping Document Checklist: Collect and Organize Your Financial Documents

LedgerDocs

Accurate record keeping can help you to remain organized, compliant and gain insight into the financial position of your business. It also provides your bookkeeper with all of the information they require to effectively manage your finances. But collecting and organizing these documents can be a daunting task.

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The Ultimate Expense Management Guide for Businesses

Nanonets

Approval workflow is integrated into the company's expense management software for tracking and record-keeping. Expenses between $100-$500: Department head approval. Expenses over $500: Require CFO approval. Receipt and Documentation Requirements: All expenses must be accompanied by a receipt.