Creating terms for payment in two instalments
The application comes with several payment terms that you can use to create your own. Settings > Third party – Payment terms…
General
Temporarily deactivating a journal
If you no longer wish to use a journal that already contains entries from previous fiscal years, you can deactivate it. With this feature, you deactivate the journal and make it invisible in entries. It no longer appears in the list of available journals. You can reactivate this journal at any time.
Deleting an account
When you create an account, this account can be deleted in case of error. On the other hand, an account already used for entering entries for a closed financial year can no longer be deleted. In this case, it is possible to deactivate the account. This action makes the account invisible in the selection of accounts and restricts its use for entries.
Temporarily disabling or re-enabling an account
An account on which entries have already been entered during previous fiscal years cannot be deleted. However, you can deactivate it in order to block its use during entries. You disable accounts from the Chart of Accounts settings. You reactivate them later if necessary.
Choosing the tax form for the business
You can configure one or more tax forms that will serve as a base for the VAT returns of your business. To configure the tax forms for the VAT returns: Access the Business configuration. Settings > Business – Business management Access the Legal obligations tab. Add a line to the tax forms grid (Add). Each line …
Creating a fiscal year
To add a fiscal year, go to the fiscal year list (Settings > Accounting – Fiscal years) and create a fiscal year…
Searching journal entries
You can search precisely for accounting entries by using the different search/filter boxes…
Optimizing entries
The Accounting menu offers many elements configured to facilitate your entries by means of the automatic mechanisms put in place. These mechanisms rely on the linking together of all elements. Do not hesitate to modify certain settings to adapt them to your needs, but also to configure new elements to optimize your entries…
Adding a journal
To create a journal: acces the journals list (Settings > Accounting – Journals) and add a journal. Add a Journal code and Journal description…
Searching in lists
You can filter items in a list to show only items that match your criteria. Filtering consists of displaying items according to criteria that you enter in search boxes…
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