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ManoPlan Workflow – Month-End Finance
0:546 Scenen
Reconcile payments, send reminders, check supplier invoices and hand everything over to DATEV.
Learning Goal
Finish month-end in an hour instead of a day.
Contents
1
Month-end: first upload the bank statement. ManoPlan matches incoming payments to open invoices automatically.
2
The open items show what is still outstanding and for how long.
3
Reminders for overdue invoices are already prepared – review and send.
4
Supplier invoices have been captured by AI. Check them briefly and mark them as booked.
5
The accounting export goes to your tax advisor in DATEV format.
6
Finally, export the approved working hours as a DATEV payroll file. Done for the month.
