The monthly package gives the business owner and accountant the same picture: what is ready, what is missing, what is matched to the bank, and what still needs review.
What belongs in the monthly package
A practical package includes issued invoices, received invoices, receipts, uploaded attachments, missing-document records, and bank evidence for payments.
Besides files, it should include a checklist CSV so the accountant can see each document state without manually opening every PDF.
Ready vs. review needed
Not every document is ready for handoff. Some documents have missing amount, unclear supplier, missing date, or no bank link.
OnlineOffice therefore separates items that are ready for the package from items that still need review.
Handoff to the accountant
The monthly package can be downloaded as a ZIP or marked as exported. Handoff history helps explain which month was prepared, when, and for whom.
For accountants with multiple clients, a monthly client overview matters too, so they can see companies with missing receipts or unmatched documents immediately.
FAQ
Does the monthly package do accounting instead of the accountant?
No. The package prepares documents, files, and status overview. Accounting judgement, review, and booking remain with the accountant.
Can a missing receipt be included?
Yes. A visible missing-document record helps the accountant and client resolve what still needs to be found.
Is monthly document package for the accountant legal or accounting advice?
No. OnlineOffice provides working tools and materials. Important outputs should be reviewed against the specific situation.