Skills for Finance & accounting 7 Skills
Invoices, reminders, reports and expenses. Narrow down by sub-area, job, tool and level.
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| Name | What it does | Sub-area | Level |
|---|---|---|---|
| Check an incoming invoice | Checks an invoice for missing details, calculation errors and warning signs before you pay it. | Invoices & receipts | Beginner |
| Name and sort receipts consistently | Suggests consistent file names and a simple folder structure for invoices and receipts. | Invoices & receipts | Beginner |
| Calculate 13-week cash | Builds a 13-week table from balance, receipts and payments with certain and uncertain receipts kept apart. | Reports & cash flow | Advanced |
| Grade payment reminders | Writes reminder, new deadline and final reminder for an unpaid invoice — factual, with no fee or legal threats. | Payment reminders | Beginner |
| Match receipts at month-end | Matches bank transactions and receipts by amount and date and lists missing receipts for the books. | Invoices & receipts | Beginner |
| Check expenses against your policy | Checks submitted expenses against your internal expense policy and flags deviations for clarification. | Expenses | Advanced |
| Capture invoice data | Reads invoice number, date, supplier, net, tax, gross and due date from invoice text into a table. | Invoices & receipts | Advanced |
Check an incoming invoice
Checks an invoice for missing details, calculation errors and warning signs before you pay it.
Name and sort receipts consistently
Suggests consistent file names and a simple folder structure for invoices and receipts.
Calculate 13-week cash
Builds a 13-week table from balance, receipts and payments with certain and uncertain receipts kept apart.
Grade payment reminders
Writes reminder, new deadline and final reminder for an unpaid invoice — factual, with no fee or legal threats.
Match receipts at month-end
Matches bank transactions and receipts by amount and date and lists missing receipts for the books.
Check expenses against your policy
Checks submitted expenses against your internal expense policy and flags deviations for clarification.
Capture invoice data
Reads invoice number, date, supplier, net, tax, gross and due date from invoice text into a table.
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