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9.1Accounting Overview

Chapter 9 · Accounting·1 min read

  • Headline metrics — Chart of accounts (active accounts), Cash & bank, Journal entries, Draft journals and Tax rates.
  • Quick actions — New journal entry, New account, Chart of accounts, Tax rates, Bulk import.
  • Report shortcuts — Profit & loss, Balance sheet, Trial balance, General ledger, Journal sheet, Cash flow.
5.1Sales OverviewHeadline metrics — Invoiced this month, Unpaid invoices, Overdue invoices, Open estimates, Orders to fulfill and Draft invoices, with a Revenue over time…Sales9.9Accounting reportsReports in the rail opens the financial statements and ledgers: Profit & Loss, Balance Sheet, Cash Flow, Trial Balance, Movement of Equity, General Ledger,…Accounting22.6AccountingCurrencies Code, Name and Symbol for each currency you transact in; the base currency is tagged and set under General. New currency — a quick pick or an ISO…Settings and administration4.1Contacts OverviewThe Overview is a read-only picture of your customer and vendor base: Customers and Vendors — counts, with growth over time in the chart. Receivables and…Contacts — customers and vendors