Accountant — Year-end accounts
The accounting documents for the fiscal year-end close. Use it as is or adapt it: your team can still edit it.
Template Collect
5 documents. 1 participant.
| Document | Formats | Files | Check on upload | Status |
|---|---|---|---|---|
| Participant: Client | ||||
| Bank statements all 12 months of the fiscal year | 12 | Check: period | Required | |
| Purchase invoices not sent during the year | PDF, JPG | multiple | Check: date | Required |
| Sales invoices issued during the fiscal year | multiple | Check: date | Required | |
| Loan amortization schedules one per loan | PDF, XLSX | multiple | — | If applicable |
| Inventory statement valued on the last day | PDF, XLSX | 1 | — | If applicable |
Reminders stop once everything is in.
Day 3, gentle reminder“Your file is still missing 2 documents.”
Day 7, detailed reminderThe list of missing documents and the direct link.
Day 14, with deadlineThe deadline, clearly restated.
You, at any timeManual reminder, one by one or in bulk.
Recommended scenario: deadline set by you, reminders on day 3, 7 and 14.
This template, set up for you.
Book my demo We adapt it to your documents and rules during onboarding.