Written and maintained from the codebase and ticket history. Every page carries the date it was last checked against the running product, and the run that checked it.
34
pages
30
verified in last 7 days
0
failing verification
4
need attention
08:22
last run today
Page
Audience
Last verified
Method
Send an invoice
Create, check BTW, send by email
Bookkeeper
11 Sep 2026
run #401
Agent run
Record a payment on an invoice
Mark an invoice as paid
Bookkeeper
11 Sep 2026
run #412
Agent run
Reconciling bank transactions
Match the bank feed, resolve exceptions
Bookkeeper
11 Sep 2026
run #412
Agent run
How reconciliation matching works
Conceptual · matching rules and precedence
All roles
09 Sep 2026
12 citations
Evidence
Invoice statuses explained
Draft, Open, Paid, Overdue
All roles
11 Sep 2026
run #405
Agent run
VAT return: quarterly filing
Prepare and submit the BTW return
Accountant
08 Sep 2026
run #397
Agent run
Inviting users and assigning roles
Owner, Bookkeeper, Accountant, Viewer
Owner
05 Sep 2026
run #388
Agent run
Issue a credit note
Correct or cancel a sent invoice
Bookkeeper
05 Sep 2026
run #388
Agent run
Sending payment reminders
Edited by Ruben Aalders on 12 Sep · two sentences changed
Bookkeeper
Human edited
unverified since edit
Human edited
Splitting a bank transaction
The control this page describes was removed in PR #1482
Bookkeeper
Evidence gone
0 of 4 claims traceable
Evidence gone
Exporting the audit file (XAF)
Accountant handover · no run scheduled since the export rewrite
Accountant
94 days ago
run #216
Stale
Connecting a bank account
Passed on retry twice · the consent screen times out intermittently