Features
Accounting
Every invoice, purchase and expense lands in the books the moment it is entered. Nothing to re-key, nothing to reconcile at month end.
What the module covers
Automatic accounting entries
Invoices, payments, purchases, expenses and vehicle costs post themselves, on every transaction.
General ledger and transactions journal
Every transaction is balanced debits and credits, and can be read back line by line.
Chart of accounts
Your own accounts, with unique codes, created by hand or imported from a CSV file.
Receivables and payables
Who owes you and who you owe, with aging by customer and by vendor.
Financial statements
Balance sheet, income statement and trial balance, whenever you need them.
Sales tax and income tax
A sales tax report and an income tax view, drawn from the same ledger.
Period close and year end
Once a period is closed, nothing can be posted into it. The year-end close happens in the system.
Bank reconciliation
Match your entries to your bank statement. What has been reconciled is locked.
How it works
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1
Sell and buy as usual
Invoice, take payment, enter purchases and expenses.
-
2
Entries post themselves
Each one reaches the ledger, balanced.
-
3
Read the reports
By account, customer or vendor, any time.
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4
Close the period
Lock it once the books are final.
Included in
- Pro
- Elite
Accounting is available as a paid add-on on Starter and Growth, and included on Pro and Elite.
Watch the books fill themselves in
We take an invoice through to the ledger during the call.
Book a Demo