LedgerDocs

JULY 6, 2023

We have compiled a checklist of information to share with your bookkeeper: Business Documents: Business licenses and permits Employer Identification Number (EIN) Articles of Incorporation or Organization Operating Agreement or Bylaws (if applicable) Any relevant registrations or certifications Financial Statements: Balance Sheet Income Statement Cash (..)

Collections 98

Collections Bookkeeping Petty cash Purchase Order 98

Accounting Tools

JUNE 8, 2024

Bookkeeper Principal Accountabilities Purchase supplies and equipment as authorized by management Monitor office supply levels and reorder as necessary Tag and monitor fixed assets Pay supplier invoices in a timely manner Take all reasonable discounts on supplier invoices Pay any debt as it comes due for payment Monitor debt levels and compliance with (..)

Bookkeeping 40

Bookkeeping Petty cash Financial Statements Deposits 40

Invoicera

NOVEMBER 23, 2023

Compliance and Reporting: Expense management tools often have built-in compliance features that help businesses adhere to tax regulations and other financial reporting requirements. This ensures that employees are reimbursed promptly and minimizes administrative bottlenecks. It can lead to better job satisfaction and better morale.

Expense Reports 99

Expense Reports Auditing Invoicing Billing 99

AvidXchange

APRIL 10, 2019

The size and scope of the organization will ultimately determine how this information is presented—with greater uniformity among smaller firms. The size and scope of the organization will ultimately determine how this information is presented—with greater uniformity among smaller firms.

Accounting 40

Accounting Accounting QuickBooks Petty cash 40

Invoicera

MARCH 6, 2024

Compliance and Reporting: Financial management tools often have built-in compliance features that help businesses adhere to tax regulations and other financial reporting requirements. This ensures that employees are reimbursed promptly and minimizes administrative bottlenecks. It can lead to better job satisfaction and better morale.

Expense Reports 52

Expense Reports Invoicing Billing Petty cash 52

Nanonets

JUNE 29, 2023

Top features: Single app for corporate cards, receipt scanning, and expense tracking Expensify CPA card that’s tailored for accountants Pros: User-friendly interface that makes it easier and faster to log expenses Automatic expense categorization Reimbursements sent in direct deposits to bank account Mobile app for on-the-go expense management (..)

Expense Reports 52

Expense Reports Data Entry Invoicing Budgeting 52

Nanonets

JANUARY 17, 2024

InnovateX adopted an expense system that automatically updated with the latest tax and regulatory requirements, ensuring compliance and avoiding a potential hefty fine due to an overlooked tax regulation. With ever-changing regulations, managing compliance manually is like juggling dynamite.

Expense Reports 52

Expense Reports Budgeting Data Entry Auditing 52