A note pad or a place to make notes on the client dashboard so that you can leave notes for yourself or anybody else who works with your clients (think outsource or someone new). All the quirks peculiar to that client and what comes through the bank accounts for reconciliation. Anything that maybe outstanding or will be needed to be dealt with for Annual Returns, reminders to yourself to reverse this journal or that when things cross EOY dates into the next FY
Lisa Poi
supported this idea
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A note pad or a place to make notes on the client dashboard so that you can leave notes for yourself or anybody else who works with your clients (think outsource or someone new). All the quirks peculiar to that client and what comes through the bank accounts for reconciliation. Anything that maybe outstanding or will be needed to be dealt with for Annual Returns, reminders to yourself to reverse this journal or that when things cross EOY dates into the next FY