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Finance

The Finance menu provides you with all accounting entries, which do not directly link to customers or suppliers. For example, here we you can create an opening entry when coming from another accounting system, as well as our payroll entries, depreciation etc.

18 articles
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Written by Jacqui Sullivan

How to create a Journal entry within the Finance section

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Written by Jacqui Sullivan. Updated over a week ago

How to Edit or Add to the Chart of Accounts

Edit or add to the applied default chart of accounts
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Written by Jacqui Sullivan. Updated over a week ago

Supplier Accounts

The supplier ledgercard activity
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Written by Jacqui Sullivan. Updated over a week ago

Creating Budgets

How to enter a budgets
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Written by Jacqui Sullivan. Updated over a week ago

Accounting Years

Creation and management of accounting years
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Written by Jacqui Sullivan. Updated over a week ago

Yearend Procedures

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Written by Jacqui Sullivan. Updated over a week ago

Closing an accounting year

How to close your financial year
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Written by Jacqui Sullivan. Updated over a week ago

Reopen a closed accounting year

How to reopen a closed accounting year should you need to post a late entry
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Written by Jacqui Sullivan. Updated over a week ago

Block a period within an accounting year

How to prevent entries being posted to a period within an accounting year
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Written by Jacqui Sullivan. Updated over a week ago

Automatic text for entries

Create auto text for entries
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Written by Jacqui Sullivan. Updated over a week ago

Account posting templates

Create a template for posting multiple line entries
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Written by Jacqui Sullivan. Updated over a week ago

Enter your Opening Balances

How to Enter your Opening Balances
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Written by Jacqui Sullivan. Updated over a week ago

Import opening opening balances

How to import your opening balances
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Written by Jacqui Sullivan. Updated over a week ago

Example of a journal entry

How to create a journal entry
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Written by Jacqui Sullivan. Updated over a week ago

Record salaries

How to record salary details, create the journal template and save to use again.
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Written by Jacqui Sullivan. Updated over a week ago

Clearing a Customers Balance

Clearing customer invoices with a payment on account
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Written by Jacqui Sullivan. Updated over a week ago

Payments in foreign currencies

How to process foreign currency payments and receipts
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Written by Jacqui Sullivan. Updated over a week ago

The Fixed Assets Add-on Module

The principles of the Fixed Asset Module
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Written by Jacqui Sullivan. Updated over a week ago