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Finance

Invoices, petty cash, claims and the month-end close.

Who can open whatAnyone can see what each document is. Sample documents open free to anyone with a WatuFlex account; everything else — the full text, the Word files and the calculators — opens to WatuFlex clients with an activated WatuOS box. Register free or sign in.
DocumentWhat it coversAccess
Tax invoice templateVAT invoice with TIN, VRN and payment detailsSamplePreview
Petty cash voucherSmall cash payments, authorised and receiptedClientsPreview
Expense claim formReimbursement of approved business expensesClientsPreview
Month-end close checklistThe steps that make a month's accounts reliableClientsPreview
Credit note templateCorrecting or cancelling an invoicePlanned—
Chart of accounts for an SMEA starting structure for WatuAccountsPlanned—
Year-end checklistClosing the financial yearPlanned—