Posts in April 2019

BEST PRACTICES OF SALES LEDGER MANAGEMENT

15 April 2019

Invoicing and payment related questions have been part of my daily work for years; formerly when managing a sales ledger in a law firm and currently as instructing CSI clients on software use.

Each month there is a period when most of the questions are related to changes in the sales ledger. Such changes can be made in multiple ways, and sometimes it may be hard to see which way is the most optimal and matching with good accounting practices.

In my blog text series, I’ll aim at sharing common good practices for managing the sales ledger in CSI Lawyer. In this article, I focus on the significance of correct dates and on how changes to the sales ledger are reflected in bookkeeping reports.

However, please keep in mind that there might be country-based exceptions to these best practices. Which do not necessarily apply outside Finland. So if required, please check with your accountant.