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
Written by Jacqui Sullivan

How to create a Journal entry within the Finance section

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
Written by Jacqui Sullivan. Updated over a week ago
Supplier Accounts
The supplier ledgercard activity
Written by Jacqui Sullivan. Updated over a week ago
Creating Budgets
How to enter a budgets
Written by Jacqui Sullivan. Updated over a week ago
Accounting Years
Creation and management of accounting years
Written by Jacqui Sullivan. Updated over a week ago
Yearend Procedures

Written by Jacqui Sullivan. Updated over a week ago
Closing an accounting year
How to close your financial year
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
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
Written by Jacqui Sullivan. Updated over a week ago
Automatic text for entries
Create auto text for entries
Written by Jacqui Sullivan. Updated over a week ago
Account posting templates
Create a template for posting multiple line entries
Written by Jacqui Sullivan. Updated over a week ago
Enter your Opening Balances
How to Enter your Opening Balances
Written by Jacqui Sullivan. Updated over a week ago
Import opening opening balances
How to import your opening balances
Written by Jacqui Sullivan. Updated over a week ago
Example of a journal entry
How to create a journal entry
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.
Written by Jacqui Sullivan. Updated over a week ago
Clearing a Customers Balance
Clearing customer invoices with a payment on account
Written by Jacqui Sullivan. Updated over a week ago
Payments in foreign currencies
How to process foreign currency payments and receipts
Written by Jacqui Sullivan. Updated over a week ago
The Fixed Assets Add-on Module
The principles of the Fixed Asset Module
Written by Jacqui Sullivan. Updated over a week ago