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Navigating Your Finance Function

These are the steps that Team Samera take with your financial needs.

Step 1

Invoice

Receive an invoice from a supplier.

Step 1

Step 2

Send

Scan/photo or email the invoice to Hubdoc.

Step 2

Step 3

Document

Information posted into Xero by Team Samera at awaiting payment stage.

Step 3

Step 4

Receive

Payment made via bank account or WISE.

Step 4

Step 5

Match

Once invoice is paid Xero matches invoice with payment.

Step 5

Step 6

Reconcile

Bank account is reconciled fully at the end of each month or more regularly.

Step 6

Step 7

Report

Produce management reports.

Step 7

Step 8

Review

Review of management reports to highlight variances for action.

Step 8

Step 9

Feed

Feeds into the annual accounts process with a very quick turnaround for year end.

Step 9

Step 10

Budgets

Set up budgets for the next financial year.

Step 10

Click here to read our article on Dentist and Dental Associate Expenses Guide

Dental Accounts & Tax Specialists

As dental practice owners ourselves, we know what makes a clinic tick. We have been working with dentists for over 20 years to help manage their accounts and tax.

Whether you’re a dental associate, run your own practice or own a dental group and are looking to save time, money and effort on your accounts and tax then we want to hear from you. Our digital platform takes the hassle and the paperwork out of accounts.

To find out more about how you can save time, money and effort on your accounts and tax when you automate your finances with Samera, book a free consultation with one of our accounting team today.

Dental Accounts & Tax: Further Information

For more articles, webinars and blogs on dental accounts check out the dental accountancy section of our Learning Centre and follow us on YouTube, Facebook and Instagram.

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