Details

Finance – Go Paperless

  • Email
    • Emailing direct from Finance software
    • Email sales invoices, receipts, purchase orders, remittance advices and reports
  • Uploading attachments for
    • Purchase invoices and bank statements
    • VAT returns submitted via My Tax Digital (formerly Portico)
  • Payments
    • Budget holders authorising payments
    • Councillors approving payments
  • Reports only access
    • for officers, councillors and internal auditors
    • save reports to Management/ Uploads for
      • monthly
      • quarterly
      • end of year with the AGAR
  • Management Attachments
    • how to manage the files uploaded
  • Asset Inspections – intro to future webinar
    • using the InspectEDGE app with digital mapping