It’s the 10th. Some clients have sent everything, some have sent half, and some have gone quiet. Verisa keeps one checklist per client, shows you who’s behind, and writes each reminder from what’s actually missing.
The red signal shows how many days late a client is. Open a strip, tick things off, or move the date and watch the month play out. Ashdown Books and its clients are made up, and your changes stay in this browser.
Open the full boardOne bookkeeper, ten clients, fifty-five documents. The last column is what’s still to come after each entry.
| Date | Particulars | In | Still to come |
|---|---|---|---|
| Requested from ten clients | 55 | ||
| 1st | Checklists go out Last month's lists roll forward. Each client gets one request showing only what they owe. | 0 | 55 |
| 3rd | The prompt clients arrive Moorfield Electrical sends all six items in one go. Their strip clears and they move to ready. | 17 | 38 |
| 5th | First reminders are out Fenwick, Harbour Lane, Kiln Street and Cobalt have passed their due dates. Each reminder lists only what that client still owes. | 6 | 32 |
| 6th | A query, not a tick Brightwell’s rent schedule arrived but the total is wrong. It stays open, and the note goes into their next reminder. | 5 | 27 |
| 10th | Where the tray above stands Three clients are finished, so you can start their books. Fenwick is due a last call. | 6 | 21 |
| 13th | Fenwick replies Three days after the last call, the bank and card statements arrive. Pine & Hollow sent everything on time, and Brightwell fixed the rent schedule. | 13 | 8 |
| 17th | The slow items land Contractor invoices, expense receipts and the delivery platform statement come in last. | 6 | 2 |
| 20th | Close the month Fenwick never found the supplier bills or fuel receipts. They carry into next month with a note, so nobody has to remember them. | 0 | 2 |
| Carried forward | 2 |
“Please send your paperwork” leaves the client to work out what you mean. A list of the two things still missing can be answered in a minute.
Tick something off and the letter changes. This is Harbour Lane Dental from the tray above.
Still waiting on 2 items for October
Hi Priya, A quick follow-up to my note on Saturday 7 November. I'm still missing: - Payroll summary - Supplier bills I can't finish October until these arrive, so please send them by Thursday 12 November. If something is holding this up, reply and tell me what it is. Thanks, Nell
| Client | Still to come | Not yet due | 1 to 3 days | 4 to 7 days | 8 days or more |
|---|---|---|---|---|---|
| Fenwick Joinery | 5 | 0 | 0 | 0 | 5 |
| Harbour Lane Dental | 2 | 0 | 0 | 2 | 0 |
| Kiln Street Bakery | 3 | 0 | 0 | 3 | 0 |
| Brightwell Lettings | 3 | 0 | 0 | 3 | 0 |
| Wren Translation | 2 | 0 | 2 | 0 | 0 |
| Juniper Day Nursery | 1 | 0 | 1 | 0 | 0 |
| Pine & Hollow Gardens | 5 | 5 | 0 | 0 | 0 |
| Total | 21 | 5 | 3 | 8 | 5 |
Your client never sees the board. They get one short list of what’s missing, and a way to say “I don’t have that one this month”, which saves you chasing something that doesn’t exist.
See what your client seesThere’s no sign-up and no price yet. If this is the tool you’ve been wanting, or you think we’ve got month-end wrong, write to verisa848@gmail.com.