Invoices, petty cash, claims and the month-end close.
| Document | What it covers | Access | |
|---|---|---|---|
| Tax invoice template | VAT invoice with TIN, VRN and payment details | Sample | Preview |
| Petty cash voucher | Small cash payments, authorised and receipted | Clients | Preview |
| Expense claim form | Reimbursement of approved business expenses | Clients | Preview |
| Month-end close checklist | The steps that make a month's accounts reliable | Clients | Preview |
| Credit note template | Correcting or cancelling an invoice | Planned | — |
| Chart of accounts for an SME | A starting structure for WatuAccounts | Planned | — |
| Year-end checklist | Closing the financial year | Planned | — |