What the bookkeeper remembers
Notes kept from conversations on the books you keep. A note is the company’s by default, so everyone working on those books gets the same answer; a private one is only yours. Either way they are context for the next chat, never a source of figures — balances and totals are always re-read from the ledger.
← Back to the bookkeeperYour preferences — every company
How you like the bookkeeper to work: answer length, tables, “always ask before posting”. Only you see these, and they follow you into every company. They never hold facts about a company’s books — those stay as that company’s notes below, and win if the two disagree on an accounting matter.
You can also just tell the bookkeeper: “remember I prefer tables”.
Company notes
Loading…