Guides

Short, plain guides for the bill work behind the books: getting invoices out of PDFs, checking them, and putting them to work.

The full path from a PDF bill to a clean, checked Excel sheet, step by step.

How each row on a bill becomes a clean spreadsheet row — and how to check the rows add up.

The five common causes of a totals gap, and three fast checks that find it.

Shape a bill sheet the QuickBooks way and import it without typing — plus fixes for failed imports.

Build a Xero-ready bill sheet, upload it, and check the drafts before you approve them.

The time and error math of typing bills by hand — and a simple way to cut both costs.

How OCR reads a scanned bill, what it reads well, and what to check before you trust the sheet.

Sort, run, and check a whole month of invoices in one batch, by sample instead of by slog.

Why a spreadsheet is the better working record, why the PDF stays as proof, and how long to keep both.

Five fast checks — vendor, goods, math, duplicates, terms — to run at the payment gate.