Several clients in one interface
Full mode, checks before closing and the correction history for each client.
Situation
The accountant runs several companies and is responsible for a correct close at each one. Registers, checks before closing and a clear correction history matter most.
How it works
- 01Switch between client organizations without leaving the account
- 02Review client postings before posting them in full mode
- 03Close the month with a wizard that runs routine operations
- 04Prepare tax returns and validate them against the official schema
Result
Month close follows one scenario for all clients. Corrections are visible as reversals with a reason, so disputes are settled by history, not by memory.
Features in this use case
Ledger and double entryAll plans. On the free plan postings are created but hidden behind simple mode.
Accounting periods and closeSimplified close on all plans, the wizard with routine operations from the “Accounting” plan.
Statutory reportingFrom the “Accounting” plan.
Start with a bank statement
Upload last month’s statement and see your cash flow before setting anything up. If you need to move from 1C or work in several countries, we will show it on your data.