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- Accounting with GST/Tax
- Who it's for
- Trading and distribution finance
Trading and distribution finance
Trading and distribution finance teams manage customer invoices alongside supplier obligations that can fall due at different times. Accounting with GST/Tax brings those documents into a finance review with recorded output tax, input tax credit and payment balances. The team can explain what is approved, what has been released and what the bank evidence supports.
How Accounting with GST/Tax is set up for you
Supplier coding
AP Specialist reviews bill quantities, prices, tax codes and ledger accounts against the supplier invoice. Keep a disputed charge visible rather than allowing its expected payment date to decide the approval.
Customer charges
AR Specialist uses the relevant revenue category, including Hardware or Freight where appropriate, and checks the recorded output tax before sending. The customer reference helps the team match later payment queries.
Payment timing
Treasury Analyst prepares scheduled movements against the intended bill or invoice. Controller agrees the release authority and the process for changes before the team uses the release action.
Tax review
Staff Accountant compares period amounts with the contributing documents and checks organization scope. Supplier invoice corrections should be explained before the team relies on the recorded input tax credit.
Trading and distribution finance teams manage customer invoices alongside supplier obligations that can fall due at different times. Accounting with GST/Tax brings those documents into a finance review with recorded output tax, input tax credit and payment balances. The team can explain what is approved, what has been released and what the bank evidence supports.
Pilot a regular supplier and a customer with known payment terms. Use a vendor invoice whose tax amount needs clarification, a customer invoice with a freight line and a payment that covers only part of the open balance. Follow each document through the operating screens and confirm that the outstanding amount remains visible.
Bring source invoices and the bank evidence used by the current finance team. Warehouse movements, purchase orders and goods receipts stay in the operating systems that own them; agree their document handoff as a connection where required. Start the next period only after the team can explain the bill approval, invoice send and payment release results separately from the underlying shipment and bank evidence.
[Review bill control](/accounting-with-gsttax/modules/purchase-bill-control) and [plan the rollout](/accounting-with-gsttax/implementation).
Features to start with
Purchase bill control
Prepare vendor bills with tax credit amounts and give the approval decision a traceable record.
Tax invoicing and collections
Review recorded output tax before sending customer invoices and follow the balance through collection.
Payments and reconciliation
Follow scheduled payments through release and compare the recorded movement with bank evidence.
Roles on the team
- AP Specialist
- Prepares vendor bills, account coding and supporting documents for Controller review.
- AR Specialist
- Prepares and sends customer tax invoices and follows the remaining receivable.
- Staff Accountant
- Reviews journal coding and recorded tax amounts before the period review.
- Treasury Analyst
- Prepares scheduled payments and reconciles recorded movement to bank evidence within the agreed release authority.
- Controller
- Approves purchase bills and owns financial review of journal balances and tax periods.
Set up Accounting with GST/Tax your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.