Books and your accountant
Invoices, payments, payroll and counter sales post to the books by themselves. You add expenses and let your accountant in.
- Go to Finance, then Books.
- Money out: add expenses and bills. Take a photo of a receipt and the AI reads the supplier, date, total and SST for you to check.
- Bank & cash: add each bank account, cash and e-wallet, and upload the bank statement (CSV) to match.
- Settings: invite your accountant by e-mail. They see your books only.
- Reports: profit and loss, balance sheet, cash flow and SST-02, with CSV exports for the accountant.
- When the accountant finishes a period, close it in Settings so nothing old changes.
Open this in Boss Next guide: Payroll with EPF, SOCSO, EIS and PCB