Client stores
For accountants: every store you keep the books for on one screen, with the month-end checks of each: invoices refused by or not yet sent to ZATCA, the month's VAT, whether the trial balance agrees, invoices unpaid past 30 days and whether the month is locked.
Steps
- Open Accounting → Client stores and choose the month (last month by default).
- Stores with something to do come first. Click a line to open that store on the screen that fixes it, or Open for its dashboard.
- When a business invites you, its invitation waits at the top: Accept adds the store to yours, Decline leaves it.
Tips
- Only a login with the Accountant role can be invited, so one login serves all your clients with the Accountant role's rights.
In the app, press F1 or ? on this screen to open this guide next to your work.
Related guides
More guides in Finance & accounting
- Malta VAT: rates, Article 11 and invoice wording
- Receipts from the portal
- Asset register
- Depreciation runs
- Bank statements
- Bank rules
- Expenses
- Expense categories
- Debit notes (customer receipts)
- Credit notes (customer refunds)
- Capital
- Capital withdrawals
- Dividends
- Chart of accounts
- Journal postings
- Journal vouchers
- Period lock
- VAT return
- Budgets
- Cost centres
- Currencies and rates
- Ledger
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