Common Pitfalls & How to Avoid Them
How to avoid common mistakes and setup issues
Bank feeds not connected or reconnected
→ Check reconnection status weekly. Set a reminder every 90 days per client.
Clients not uploading receipts or responding to queries
→ Set expectations early. Encourage app use from day one. We notify you if clients ignore Rex requests.
Missing supplier statements
→ Share portal logins when possible. If unavailable, we request statements directly. We’ll flag it if your help is needed.
VAT issues due to late invoices
→ Ask clients to upload invoices as they arrive – not just at month-end. This keeps VAT accurate and timely.
Duplicate or incorrect transactions
→ Our system flags anomalies. Review questionable items in the VAT workings.
Suppliers that shouldn’t show as unpaid
→ We flag suppliers like Tesco/Centra where payment is expected upfront. These need to be matched to the correct payment method (cash, card, etc.).