Accounting

💡These tutorials explain how to set up accounting, from the chart of accounts and take-on balances to bank imports, debit orders and Supplier Payments.

Tutorials#

• Accounting Take-On Balances - Setup Tutorials: Shows how to enter and verify opening balances for accounts, fixed assets, Customers and Suppliers.
• Bank Imports - Setup Tutorials: Shows how to set up bank import options and link them in the chart of accounts.
• Chart of Accounts - Setup Tutorials: Shows how to create, organise, delete and export the accounts in your Chart of Accounts.
• Debit Orders - Setup Tutorials: Shows how to set up the accounts for managing debit order receipts.
• Entry Types - Setup Tutorials: Shows how to create, copy and edit Entry Types and decide whether a new one is needed.
• Multi-Currency - Setup Tutorials: Shows how to set up currencies, denominations, bank accounts, Customers, Suppliers and Entry Types for foreign currency.
• Supplier Payments - Setup Tutorials: Shows how to link Supplier Payments to the ledger and set up user permissions for them.
• Supplier User Permissions - Setup Tutorials: Shows how to give users access to supplier records, invoices, debit notes and payments.
• User and General Account Settings - Setup Tutorials: Shows how to set up the accounting and user settings, such as the financial year, Financial Close Off Date and ledger password.