What is the Examiner Pack?

When your accounts are independently examined, the examiner needs more than the year-end report: they want to see the transactions behind it, whether your accounts agreed with the bank, and the receipts for what you spent. The Examiner Pack puts all of that in one download.

How do I get it?

1. Go to Finances > Receipts & Payments
2. Choose the financial year at the top of the page
3. Open the Manage menu and choose Examiner Pack

A single zip file downloads. It is built for one financial year at a time, because that is what an examination covers.

What is in it?

• The receipts and payments account as a PDF, the same one you get from Download PDF
• A full transaction listing for the year as a spreadsheet: every receipt and payment with its date, description, category, fund, account, event, source, and whether it was reconciled to the bank
• A reconciliation summary showing, for each account, whether it agreed with its bank statements
• The receipt behind every expense claim you paid in the year, each named with the claim, the date and the supplier so it can be found from the listing
• A short read-me explaining what each file is

What should I do before I send it?

• Reconcile every account up to the year end, so the reconciliation summary says so
• Enter your assets and liabilities on the Year End page
• Close the year, so the figures the examiner sees cannot change underneath them

Note: receipts are included exactly as they were uploaded. A receipt uploaded as a HEIC photo from an iPhone may not open on an older Windows computer; if your examiner has trouble, ask the claimant for a JPG or PDF.

Related reading

• What report do I get at the end of the year?
• The reconciliation page says everything agrees. What now?
• What does closing a financial year do?