Monthly collection workflow for bookkeeping teams

Month-end requests, made clearer.

Endreceipts is being built to help bookkeeping teams organize each reporting period, spot outstanding client items, and keep review work moving.

See what’s readyOpen staff workspace

The staff workspace requires an ERP•AI account. This site does not collect sign-ups or payments.

Illustrative Endreceipts client register preview with a reporting period, sample client rows, statuses, accepted counts, and next-step actions
Illustrative staff interface · synthetic sample values · not live client records

A look inside

See the workflow at a glance.

These illustrative previews show the intended staff experience. The names and numbers are synthetic examples, not live customer data.

Client register

Illustrative desktop preview of the Endreceipts client register with period controls, client rows, next steps, accepted counts, due dates, and actions
One view for each period’s outstanding requests and next steps.

Expanded checklist

Illustrative checklist preview showing accepted, submitted, changes-needed, and missing document statuses
Item status and review context remain together.

On a phone

Illustrative mobile preview of the Endreceipts client register, with filters and compact request rows
A compact layout keeps essential request details readable.

A calmer monthly routine

Make the next step easier to see.

A clear request helps a team know what is still needed and what is ready for attention. Endreceipts’ current work is focused on the bookkeeping team’s side of that process.

01 / ORGANIZE

Keep periods distinct

Group client requests by reporting period so the team can focus on the month in progress.

02 / REVIEW

See what needs attention

Distinguish missing items from submissions awaiting a bookkeeping review.

03 / FOLLOW UP

Prepare a clear follow-up

Use the outstanding checklist to guide the next conversation with a client.

Current stage

A staff-side pilot, not self-service yet.

The Endreceipts workspace is built in ERP•AI. This public page explains the product direction; it does not create a customer account or accept a subscription.

What to know before using it

Client sign-in, private document uploads and downloads, outbound reminder sending, and online subscription payments are not enabled here. Until client-by-client access and file privacy are verified, use a firm’s existing secure file-sharing process for sensitive documents.

Pilot in progress

Open the staff workspace

A few straightforward answers

What’s available today?

Can clients sign in and upload documents?

Not yet. Those features stay off until customer access and private file permissions are verified.

Can I subscribe on this website?

No. There is no subscription checkout on this site today.

What is ERP•AI?

It is the platform where the current Endreceipts staff workspace and its records are stored.

What is the staff workspace link?

It opens Endreceipts inside ERP•AI and requires an authorized ERP•AI sign-in.