The Harvest Accounting User Guide!
Thanks for being a client of Harvest Accounting. Here's a short list FAQs and quick questions to get you up and running. Please bookmark this page as we will continue to add more information over time on many of the common questions that we receive!
Workflow:
Common services we provide at Harvest Accounting and what to expect when working together.
📊 Monthly Accounting - find out what to expect each month working with Harvest for monthly management accounting.
📈 Financial Year End - what do you need to know to prepare for financial year end? When are the deadlines?
👥 Staff Expense Claims - how does Harvest process the expense claims for my staff?
📃 Corporate Secretary - how do I transfer my Corporate Secretary to Harvest?
Software:
Platforms that we use in order to provide a fully paperless digital experience.
🤳 Dext - Image capture data extraction software that allows you to submit your documents electronically and on the go. Simply snap a picture and leave the rest to us! download the app | log in to the mobile app | submission methods | approve expense reports
💙 Xero - One hundred percent of our clients are on Xero. It is in our view the gold standard cloud accounting platform. Both you and Harvest will have user access set up to access the same account so you'll never have to worry about having out of date information. transfer your subscription | link your bank feeds | invoicing your customers | mark invoices as paid
🔗 Karbon - Work management and communication tool which is the backbone of our firm. We will send out client requests, checklists, and document requests for you to complete. Login to the Client Portal to see all open and completed requests. magic link | client portal login | client requests
Accounting FAQs
🧾 Quick GST Guide - Do I Need to Register for GST? | Charging GST to Customers | Claiming GST
🔑 Financial Statements - FRS 116 - Leases