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Ongoing accounting tasks

The recurring finance tasks in Sapera — VAT, bank reconciliation, reminders and year-end.

Besides the daily operation, there are some finance tasks that recur. Once you know them, they will not catch you off guard.

The recurring tasks

  • VAT reporting — calculate and report VAT for the period.

  • Bank reconciliation — reconcile your bank postings against the accounts, so everything balances.

  • Reminders — follow up on unpaid invoices.

  • Year-end — close the financial year correctly.

Why it is worth keeping up to date

Ongoing reconciliation and follow-up mean the figures can always be trusted — and make year-end in particular far easier. The more you do on an ongoing basis, the smaller the pile at the end.

Read more in VAT reporting, Bank reconciliation, Reminders and Year-end.

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