Bookkeeping | The ideal workflow

Automate your bookkeeping workflow with Frienton

What is it about?

The video explains the automated bookkeeping workflow in Frienton.

It shows how transactions, receipts, and payments are efficiently managed and prepared in order to get ready for the tax closing.

Key contents

1️⃣ Overview and dashboard

• In the accounting tab, there are three sections: Overview, Documents, Assignment
• Overview shows open transactions, overdue documents, receivables, payables, and debtor terms

2️⃣ Receivables and payables

• Receivables can be checked, dunned, or sold via factoring partners
• Payables can be reviewed and paid directly in Frienton

3️⃣ Bringing receipts into the system

Three ways:

• Upload via drag & drop
• Create documents (invoice, credit note, offer)
• Send receipts via individual Frienton email
• Receipts are automatically read and assigned to transactions

4️⃣ Receipt and transaction assignment

• Automatic assignment by the system
• Manual assignment possible (assign receipts via drag & drop)
• Multiple receipts can be assigned to one transaction and vice versa

5️⃣ Live P&L and tax closing

• After full assignment, all transactions are linked with receipts
• The live P&L is automatically updated
• Tax closing can be prepared and executed

Summary

Frienton supports fully automated accounting – from receipt processing to preparation of the tax closing.

The workflow ensures efficiency, clarity, and time savings.

Updated on: 02/11/2025