The Nexto Health Checklist — Daily, Weekly, Monthly, Always

Over twenty-one episodes you learned how to do every job in Nexto. This last one is not about a new job — it is about habit: what to check, and when, to keep your office healthy. If you keep only one page from the whole series, make it this checklist.

What you will learn

• The four things to check every day
• The four things to check every week
• The monthly routine, in the right order
• Three rules that always hold
• Three shortcuts that shorten your daily work, including the value lock
• How to adopt all this without trying to do it at once

Step by step

1. Every day — four things

First the rate board, because every figure in Nexto comes from there. Second, empty the operations inbox — every receipt left pending is a document not recorded. Third, at the end of the day compare the cash book against the money you actually counted. And fourth, funds control: which receipts have not landed in the account yet.

2. Every week — four more

The currency position, so you know which risk you are sitting on. Ageing, and ringing the ones whose inactive days are climbing. Open items, which should be short by the end of the week. And the drafts — each one is a decision nobody has made yet.

3. Every month — in this order

Run the revaluation first, so the currency balances are pinned to the rate. Then read the monthly report and the profit and loss. Look at the trial balance — if it does not balance, something is wrong somewhere. And reconcile with a few of your bigger customers, before a difference gets old.

4. Always — three rules

Keep the cloud backup switched on. Every user's permissions should be enough for their job and no more. And glance at the activity log now and then.

5. Trick one — the icons beside every account picker

Wherever you pick an account — on the trade form, on a transfer, anywhere — two small icons appear beside it: that customer's statement, and their statistics. So while you are recording a document you can see how much the other party owes without leaving the form. The statement page itself has the same two icons, except the first one is edit account rather than statement.

6. Trick two — the pin button

When the statement gets long and you scroll down, the top section — the currency balances — disappears out of view. Press the pin and that section stays put, always in front of you. Press it again and the page goes back to normal and breathes a bit.

7. Trick three — the value lock

Next to many fields there is a small padlock. Lock it, and after saving that field is not cleared — the same value stays there for the next document. Say you are making ten transfers out of the same till: lock the source account and the currency, and only change the amount and the other party. This is the trick that changes your life if you record documents back to back.

8. And the small ones you already know

Starring the pages you use most so they move up to the top bar, searching the menu when you do not know where something lives, reconciliation when your books and the customer's do not agree, and your own personal currency list so the forms do not get crowded.

Tips

• Do not try to apply all of it at once. Start with the daily checklist and add one new habit each week.
• The order of the monthly routine matters: revaluation first, reports afterwards — otherwise you are reading figures that have not been pinned to the rate.
• The help for every page is always behind the question mark at the top. The in-app page help (the ? icon at the top of the page) has more detail than any video can.

FAQ

Which items are truly daily and cannot wait?

The rate board, the operations inbox, the end-of-day cash book comparison, and funds control. Everything in Nexto depends on the rates, and every pending receipt is a document that has not been recorded yet.

Why must the revaluation come before the monthly reports?

Because it pins your currency balances to the rate. Read the monthly report or profit and loss before that and you are reading figures that have not been settled against current rates.

What does the value lock do exactly?

It stops a field being cleared after you save. Lock the source account and the currency before a run of similar documents and only the amount and the other party need changing each time.

What if the trial balance does not balance?

Then something is wrong somewhere, and it is worth tracking down that month rather than later. Reconciling with a few of your bigger customers in the same session usually surfaces where the difference came from.