Basics
What Do I Need to Do Each Month?
With your all-in-one accounting and compliance dashboard, everything is digital. Our goal is to save you time and focus on what you love to do. To ensure your accounting is completed correctly and on time, we need your collaboration. Specifically: 1. Upload all invoices before the 5th of each month You must upload all purchase and sales invoices from the previous month by the 5th of the current month. For example, if it’s April, you need to have all your invoices frFew readersHow to Upload My Invoices to Companio Monthly?
Uploading your sales and purchase invoices and keeping the monthly accounting up to date is very easy if you do it with Companio! These are the steps to follow: Whether you want to upload your sales or purchase invoices, go to the left section and choose the respective tab. To upload sales invoices, select “upload” and drag and drop your files. You can select whether you want to upload them for the current or previous month. For purchase invoices, click on the "Upload invoicFew readersInvoice Forwarding Email: Automatically Send Invoices to Companio
Let’s look at two common scenarios: Your company is paying for a subscription to a service that sends you invoices every month by email. This means that every month, you receive the email, download the invoice, log in to Companio, and upload the file to the “Expenses” section. Your online store generates a sales invoice every time a customer purchases one of your products. When you receive the email, you need to save the document to your computer and later upload it to your Companio dashboaSome readersHow to Create Your First Invoice With Companio?
To invoice your customers, you have two options: Create an invoice quickly and just in a few clicks with our invoicing tool. Manually create and upload an invoice. It's essential to include the following information in your sales invoices: Full Name: Include the full name of the customer or entity you are invoicing. Address: Specify the recipient's address. Invoice Number: Assign a uniquFew readersHow to Upload My Invoices Manually?
Every time you send an invoice to one of your clients, don't forget to upload it to our platform. These are the steps to follow: Log in here with your email and through the magic link or your e-resident card. Go to the “Sales” or “Purchases” section in Companio. Drag and drop the document of the invoice. You can upload it in PDF, JPG, or PNG format.We'll take care of the rest! You can also upload all the invoicesFew readersHow to Match Bank Movements with Invoices?
The invoice matching process can be conducted from two locations: A) From the Bank Movements Section Access bank movements and select the transaction you want to link. In the example, we will link it to a purchase invoice by clicking on "Match a purchase invoice," but you can also link it to sales invoices, salaries, or upload the transaction receipt and link it to the corresponding invoice from the "Upload & match with sales/purchase invoice" option. (https://storage.crisp.chat/useFew readersHow to Manually Upload my Bank Statements With Companio?
Unfortunately, not all banks offer API integration, and for these cases, we will need you to download your bank statements of all currencies (i.e. your accounts in USD, EUR, etc.) and upload them regularly. How regularly? Ideally, at the end of each week, but at least at the beginning of the following month (before the 5th). This allows us to work on your accounting throughout the month, instead of doing everything at the last minute.Some readersOpen Banking Banks: How to Connect Them?
This article is useful for Open Banking solutions such as Revolut Business, LHV, Stripe, or Paypal. If youPopularNon-Open Banking Banks: How to Connect Them?
The process is similar if you have a bank account with an API key. These are the steps to follow: Mollie Let's see now how to connect your Mollie bank account. Select the bank account. Mollie To link the Mollie account of your company in the dashboard, you must obtain a special token that allows us to access the Mollie API. Using this key, we can obtain your bank statements aSome readers