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Guides

The long version, start to finish.

End-to-end guides for practices that book supplier invoices for dozens of clients. Each one links the tutorials that show the clicks.

Guide · 2026-09-26

The multi-client bookkeeping workflow: inbox → check → register in your accounting software

How a practice sets up supplier-invoice capture for many client companies and runs it every day: one mailbox per client, coding from history, approvals where they are needed, duplicates caught against the ledger, and a month-end that is a filter, not a chase.