Questions, answered

Click Get started, then use Proto to configure Accounting with GST/Tax for your business. Pilot a current tax period with a vendor bill, a customer invoice and their payment evidence. Agree the account mapping, recorded tax treatment and review responsibilities before expanding access.

GST Position & Tax Periods shows recorded output tax, recorded input tax credit and the net recorded tax for the selected period. Open the contributing documents to check the amounts and dates. Controller agrees the inclusion policy before the team relies on a comparison.

Controller reviews the supported amount and uses the bill approval action. The action records a review decision and operation receipt when it moves the bill to Approved. AP Specialist prepares the source document and follows any correction requested during review.

Review the recorded credit on the vendor bill against its supporting invoice and assigned tax period. Use the bill lines to inspect coding and the selected tax code. Agree the applicable treatment with the responsible finance reviewer during setup.

The invoice send action operates on a draft, records its operation result and moves the invoice to Sent. Agree the customer delivery connection during setup and inspect its delivery evidence separately when confirming that the customer received the document.

Released records the local payment stage after the release action. Treasury Analyst still compares the payment with bank evidence and records the reference before completing reconciliation. Review the linked bill or invoice balance after that comparison.

Compare the invoice total with the amount received, or the bill total with the amount paid. Keep the remaining balance and due date visible during follow-up. AR Specialist uses Partially Paid for customer invoices that retain an unpaid amount.

Staff Accountant checks the tax documents, journal totals and unresolved payments for the selected interval. Controller records the conclusion and close notes under the agreed period policy. Rehearse closed-period posting restrictions during setup.

Set External Auditor access to the agreed finance scope and test the path from a document to its decision, action receipt and attachment. Include the file permissions in that test so the intended reviewer can open the evidence without changing financial records.

Start with the bank evidence source, customer invoice delivery and document store. Name each owner and agree references and retry behavior. If the business uses a tax filing provider, configure that handoff separately and retain the provider’s own acknowledgement.