Chart of Accounts

Chart of Accounts The Chart of Accounts is the foundation of your accounting system — a list of all accounts used to classify transactions. Account Types Assets — Cash, inventory, accounts receivable, equipment. Liabilities...

Journal Entries

Journal Entries Automatic Entries The system automatically creates journal entries for: Completed sales (debit Cash/Receivable, credit Revenue) Purchase orders and goods receipts Supplier bill payments Customer invoice payments Expense submissions Manual Entries Create manual journal entries for transactions not...

Financial Reports

Financial Reports Profit & Loss Shows revenue minus expenses for a period. Found under Reports > Profit & Loss. Balance Sheet Snapshot of assets, liabilities, and equity at a point in time. Found under...

Bank Reconciliation

Bank Reconciliation Match your system records against bank statements to ensure accuracy. Go to Accounting > Bank Reconciliation. Click New Reconciliation and select the bank account. Import your bank statement (CSV) or enter the...

Recurring Bills, Expenses & Journal Entries

Set up recurring bills, expenses, and journal entries that generate automatically on schedule.

Fixed Asset Register

Track fixed assets with automated monthly depreciation and disposal accounting.

Check Payment Tracking

Track check payments through their full lifecycle: issued, cleared, and voided.

Partial & Deposit Payments

Accept partial or deposit payments at the POS and collect the remaining balance later.