Accountant — Monthly collection
The month’s documents, requested automatically from each client on the 1st. 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 | ||||
| Sales invoices for the month | PDF, JPG | multiple | Check: date, amount | Required |
| Purchase invoices for the month | PDF, JPG | multiple | Check: date, amount | Required |
| Bank statements all accounts | 1 per account | Check: period | Required | |
| Expense reports | PDF, JPG | multiple | — | Required |
| Cash receipts | multiple | — | 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: recurring on the 1st of the month, reminders on day 5 and day 10.
This template, set up for you.
Book my demo We adapt it to your documents and rules during onboarding.