Resources
Practical guides for owners and finance teams at growing companies: choosing an ERP, closing the month, working in several currencies and keeping spending under control.
Choosing an ERP · 7 min read
Signs you've outgrown your accounting software
Ten practical signs your accounting software no longer fits how your company works, a quick way to score them, and three ways forward from here.
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Free guide · 16 pages, PDF
Outgrowing your accounting software
A practical guide to choosing an ERP for a growing company
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Choosing an ERP
- What is an ERP? A plain-English guide for growing companies What an ERP is, what it does, how it differs from accounting software, and how to tell whether a company of 10 to 100 people actually needs one. 6 min read
- Signs you've outgrown your accounting software Ten practical signs your accounting software no longer fits how your company works, a quick way to score them, and three ways forward from here. 7 min read
- Moving from spreadsheets to an ERP: a step-by-step checklist A ten-step checklist for moving your company from spreadsheets to an ERP, covering scope, data clean-up, opening balances, testing and the first month. 6 min read
- How much does an ERP cost? Pricing models and the real cost of ownership How ERP pricing works, from per-user and per-module fees to implementation and add-ons, and how to work out the total cost of an ERP over three years. 6 min read
Finance and accounting
- Running more than one company: how multi-entity accounting works How to keep separate books for several companies, handle intercompany transactions, share customers and suppliers, and prepare group reports. 6 min read
- Multi-currency accounting: invoices, payments and FX revaluation explained How to record foreign currency invoices and payments, when exchange gains and losses are realised or unrealised, and how month-end FX revaluation works. 6 min read
- How to do a bank reconciliation, step by step A practical guide to bank reconciliation: what to gather, how to match each line, a worked example, and how to track down a difference that will not clear. 6 min read
- A month-end close checklist for small finance teams A month-end close checklist for small finance teams: record, reconcile the bank, post accruals, prepayments and FX, then review, lock and report. 7 min read
Buying and stock
- Three-way matching: purchase orders, goods receipts and supplier invoices What three-way matching is, how to set tolerances, how to resolve common mismatches, and when two-way matching is enough. With a worked example. 6 min read
- How to set up a purchase approval process (with approval limits) How to set up a purchase approval process: from request to order, approval limits by amount, how many quotes to ask for, and why each supplier won. 6 min read