Matched documents support each requirement below. Coverage is not staff acceptance: open the document to review its suitability. Other supporting documents may be linked without satisfying a requirement.

No document requirements bound to this work.

Upload or review originals Ask the customer Company evidence coverage

Configure evidence requirements

Required accepted evidence

bank_statement 2026-06-01 to 2026-06-30bank_statement 2026-07-01 to 2026-07-31bank_statement 2026-08-01 to 2026-08-31bank_statement 2026-09-01 to 2026-09-30bank_statement 2026-10-01 to 2026-10-31bank_statement 2026-11-01 to 2026-11-30bank_statement 2026-12-01 to 2026-12-31bank_statement 2027-01-01 to 2027-01-31bank_statement 2027-02-01 to 2027-02-28bank_statement 2027-03-01 to 2027-03-31bank_statement 2027-04-01 to 2027-04-30bank_statement 2027-05-01 to 2027-05-31bank_statement 2027-06-01 to 2027-06-30bank_statement 2027-07-01 to 2027-07-31bank_statement 2027-08-01 to 2027-08-31bank_statement 2027-09-01 to 2027-09-30bank_statement 2027-10-01 to 2027-10-31bank_statement 2027-11-01 to 2027-11-30bank_statement 2027-12-01 to 2027-12-31bank_statement 2028-01-01 to 2028-01-31bank_statement 2028-02-01 to 2028-02-29bank_statement 2028-03-01 to 2028-03-31bank_statement 2028-04-01 to 2028-04-30bank_statement 2028-05-01 to 2028-05-31bank_statement 2028-06-01 to 2028-06-30bank_statement 2028-07-01 to 2028-07-31bank_statement 2028-08-01 to 2028-08-31management_accounts 2026-05-01 to 2026-07-31management_accounts 2026-08-01 to 2026-10-31management_accounts 2026-11-01 to 2027-01-31management_accounts 2027-02-01 to 2027-04-30management_accounts 2027-05-01 to 2027-07-31management_accounts 2027-08-01 to 2027-10-31management_accounts 2027-11-01 to 2028-01-31management_accounts 2028-02-01 to 2028-04-30management_accounts 2028-05-01 to 2028-07-31management_accounts 2028-08-01 to 2028-10-31

Supporting documents

Define expected customer evidence

Document category

Use the document category used for original files, for example bank_statement.

Period start

Period end

Account or subject reference

Optional. Leave empty when the evidence is not specific to an account.

Add relation

Relation

Other work

Activity and decisions

Showing the latest 0 events.

Edit work item · T183

CompanyWork levelPart of

Title

Description

Work type

Related company service

Team (optional)

Accountable person

Reviewer

Independent review required before closure

Required for parent completion

Priority

Direct estimated effort (hours)

Only this item's own effort. Child effort is counted separately.

Working due date

Related statutory deadline

Details

Status: To do
Priority: normal
Assignee: Eleni Charalambous
Team: Accounting
Reviewer: Unassigned
Working due: Not scheduled
Estimate: Not estimated
Created: 11/09/2026
Updated: 11/09/2026, 09:52:47

No separate review gate configured

Next action

Doing

Reason

Cancel or mark duplicate

This retains history and does not fulfil required parent work or waive a deadline. Linked questions and document requests will be withdrawn unless other active work still needs the evidence.

Current impact: 0 customer questions and 0 open evidence requests will be withdrawn. 0 shared evidence requests remain needed by other work. This is checked again when you save.

Resolution

Reason for resolution

Find a page

Start

Our firm in Business OS Home Find records

Work & delivery

Task board Deadlines Timesheet Capacity & leave

Customers

Companies

Evidence & communication

Documents Evidence coverage Document review Conversations

Accounting & planning

Payroll Posting review Business accounting

Description

Child work

Customer questions and replies

Evidence and completion conditions

Related work

Activity and decisions

Edit work item · T183