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Register sources and bank coverage. Use when source register or document inventory.
Instalar com Codex ou Claude Copie este prompt, cole no Codex, Claude ou outro assistente e deixe que ele revise a página da skill e instale para você.
Baseado na classificação ocupacional SOC
Default for throw-work: dump a folder, "do the accounting", "sort my books", year end, prepare financial statements / MPERS pack without naming a stage. One intake then books; resumes from engagement_state.json. Depth-scoped done.
Human pack (HTML board) plus statements when depth needs them. Use when presenting books, opening the pack, or drafting FS/notes from adjusted TB.
Prove the job for this engagement depth (books scorecard or full QC).
Optional router if lost — which slash to use. Prefer saying do the accounting.
Scaffold clients/<slug> folder layout. Use when new client folder or workspace layout. Also the shelf step: organize scattered docs by entity and period before extract (see shared/shelf-first.md).
Firm profile cold-start (not a client dump). Use when set up the firm or first install.
| name | source-documents |
| description | Register sources and bank coverage. Use when source register or document inventory. |
Build a complete source-document inventory and readiness score before recording transactions.
If files are still scattered (Desktop dumps, multi-path @ mentions), run shelf-first first (shared/shelf-first.md / client-workspace).
shared/guardrails.md) and shared/shelf-first.md.~/.claude/plugins/config/claude-for-accounting/firm-profile.md if present.~/.claude/plugins/config/claude-for-accounting/{{plugin}}/CLAUDE.md if present.clients/<slug>/ (or create it now).| Category | Examples | Notes |
|---|---|---|
| Bank | Monthly statements, e-statements, FD | Continuity: no missing months |
| Sales | Invoices, credit notes, POS, contracts | Match deposits where possible |
| Purchases | Supplier invoices, credit notes | Match payments |
| Payroll | Payslips, EA, PCB, EPF/SOCSO listings | Net pay ↔ bank |
| PPE | Purchase invoices, disposal docs, FAR | Capitalisation threshold |
| Loans | Facility letters, statements, schedules | Interest vs principal split |
| Tax | Prior CT, CP204, assessments | b/f losses, CA c/f |
| Statutory | SSM, Form 24/44/49, constitution | Name consistency |
| Prior year | Signed FS, TB, working papers, tax comp | Opening balances authority |
| Other | Stock take, tenancy, related party list | YE estimates |
source/bank|sales|… or are listed in source/_pointers.md. If not → shelf first.Done when: source/register.md lists files with coverage matrix; gaps are must stop or with limitation.
# Source Document Register — [Client] FY[year]
## Coverage matrix
...
## Gaps & client requests
1. ...
## Readiness: GREEN | AMBER | RED
## Next skill: /bookkeeping-accounting:record-transactions
Update client README. Do not invent missing documents.