Help centre · Accounts
What does a normal month look like in Accounts?
The Accounts home page (/accounts) has a cockpit called 'Where the month is': whether an audit run is open, whether this month's management pack has been built or issued, and how many year-end journal proposals await review. A typical month: check the bank and reconciliation (Accounts → Bank), reconcile intercompany balances (Accounts → Intercompany Reconciliation) so the consolidation nets, open Financial Reports and press Verify vs Xero, then build and issue the management pack on the issue day set in Accounts → Settings → Management Reports (day 10 by default). The CEO Report updates by itself from the same engines and, if switched on, emails the board daily.
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