> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.companio.co/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Understanding My Monthly To-Do List in Companio

Your **Home** section is the heart of your all-in-one accounting dashboard. It helps you stay on top of your accounting every month by showing you what needs to be done, when, and where.

Each month follows the same simple **accounting cycle**, divided into clear steps:

#### **From the 1st to the 5th: Invoices and Movements**

During the first days of the month, this section is active.
Here you can:
* Upload your **sales** and **purchase invoices** of the previous month.
* Check if your **bank accounts** are connected.
* Upload **bank statements** if needed.

These actions make sure your accounting for the **previous month** is complete and ready for review.

#### **From the 6th to around the 20th: Submitting Reports**

Once the upload period closes, this section will open automatically.
Here you can see the **status of your monthly reports**, such as:

* Preparation → reports are being prepared.
* Prepared → reports are ready.
* Not needed → this report does not apply to your business.

The **Invoices and Movements** section will now show whether all your actions were completed on time (Completed) or if something was missed (Outdated).

#### **After reports are submitted: Payment of Taxes**

Once your reports are ready, this section activates if a tax payment applies.
It will display:

* The **type of report** to be paid.
* A **reference number** for the payment.
* A link to a **Knowledge Base article** with the instructions and payment details.

If no payment is due, the status will show Not needed or Taxes paid if it’s already done.

**Watch the video below** for a full walkthrough of your Home section and how to manage your accounting routine step by step.

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