Month-end receipt handoff kit
Three editable templates for bookkeepers to check a client’s receipt folder, keep track of missing files, and explain what’s in the handoff.
Planned pilot price: US$29 one time. Checkout is pending store approval. The browser workbench is free to use.
What’s in the ZIP
- Handoff checklist · Markdown
- Check the client and period, compare receipt fields with the originals, and follow a CSV row back to the archived copy.
- Exceptions register · CSV
- Track each missing, unreadable or duplicate item with an owner, next step and follow-up date.
- Client delivery note · Markdown
- Tell the recipient which period is covered, how to find the files, and what remains outstanding.
- Setup guide · Markdown
- Make a working copy for each client. Edit the text files in a text editor and the register in a spreadsheet.
The pilot includes one round of email help with the templates. Use your firm’s approved storage and sharing tools for filled templates and client records.
Delivery and support
When orders open, confirmed buyers will receive the ZIP by email. The free example uses fictional receipts and is available now.
Read the kit terms and support details or contact us.