Clean It Up

UK Window Cleaning Forum => Window Cleaning Forum => Topic started by: Village Gleam on September 19, 2007, 08:52:25 pm

Title: George finance records
Post by: Village Gleam on September 19, 2007, 08:52:25 pm

I love George  and I getting better at it all the time; but I'm always finding out new things. Today I discovered something called the daily summary.

Assuming I know the basics such as how to put a new customer in , and printing a work sheet off,what should I be printing off on a regular basis to keep my records in order?

For example if the tax man asked me in two years time to account for this year what should I be able to show him?

Title: Re: George finance records
Post by: johnny_h on September 19, 2007, 08:58:06 pm

hi there i print off a daily record if its needed in the future i have a hard copy and as a record for the future

Title: Re: George finance records
Post by: craig jwc on September 19, 2007, 11:03:31 pm

I print off a Daily Summary sheet every day.

Title: Re: George finance records
Post by: Trevor Knight on September 20, 2007, 07:26:10 am

A daily record is good for day to day records.

As long as you back up your data as far as your accountant is concerned you can print off all your requirements via George at the end of your tax year. Use the financial reports section, inputting the dates for your 12 month period etc.....