Prepare records for your accountant

Open Insights → Finance in the dashboard. Finance is available to the organisation owner; managers and staff cannot open private accounting records.

1. Create a monthly, quarterly, or custom period and select the branches it covers.
2. Select Get latest POS records when the POS connection is configured. If it is unavailable, you can still collect evidence; unavailable records are not treated as zero sales.
3. Upload invoices and statements, record purchases, and review the deductible VAT against the original documents.
4. Reconcile cash and terminal collections, resolve the listed issues, and confirm the scope, period, and evidence review.
5. Select Prepare accountant packet, then Download accountant ZIP. Share that file with your accountant yourself; Qaema does not send it automatically.

The ZIP contains the selected records and supporting evidence. Preparing it does not file a VAT return, certify tax treatment, or pay an amount. Your accountant reviews the records and uses the appropriate external service.

Corrections and recorded progress

Use Reopen for changes with a reason to correct a prepared period. Existing exported revisions remain unchanged, so your accountant can identify which version was reviewed.

After submission through the external service, record its reference and supporting confirmation. After external payment, record the payment reference and evidence separately. These statuses describe evidence you recorded; they are not live confirmation from the tax or payment provider.

Related setup

See POS owner setup for branch configuration and Plans and billing for your Qaema subscription. Subscription receipts in Billing are separate from business accounting packets in Finance.