To get the most out of the Accounting module and ensure your financial data is accurate, timely, and ready, it's important to follow a consistent workflow. The guides linked below outline in detail weekly and monthly tasks that help streamline your accounting operations and maintain clean, reliable records.
By following these best practices, you’ll be able to:
- Ensure owner statements and payouts (to owners, PMCs, vendors, and tax authorities) are accurate and complete.
- Avoid last-minute errors or delays by spreading out tasks throughout the month.
- Save time and reduce stress by building accounting into your routine instead of rushing at month-end.
These tasks are designed to help you stay on top of your financial operations, catch issues early, and confidently close each month with everything in order.