Difference between revisions of "Using"
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After [[initial setup]], you can : | After [[initial setup]], you can : | ||
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* Perform a [[Reconciliation|reconciliation]] | * Perform a [[Reconciliation|reconciliation]] | ||
* Print a [[GeneralLedger|general ledger]], [[Journal|journal ledgers]], and [[Balance|trial balance]], or export them as a PDF file. | * Print a [[GeneralLedger|general ledger]], [[Journal|journal ledgers]], and [[Balance|trial balance]], or export them as a PDF file. | ||
| − | * [[Import_bankstatements|Import | + | * [[Import_bankstatements|Import bank statements]] from the internet and [[BankStatements|compare bank statements]] with your entries. |
* Build customized [[BalanceSheet|balance sheets]] to be printed or exported as PDF files. | * Build customized [[BalanceSheet|balance sheets]] to be printed or exported as PDF files. | ||
* Billing configuration ([[SalesCategories|sales categories]], [[Tariffs|tariffs]], [[Taxes|V.A.T]], other [[Taxes|taxes]], [[PaymentModes|payment methods]], term of payment, product units) | * Billing configuration ([[SalesCategories|sales categories]], [[Tariffs|tariffs]], [[Taxes|V.A.T]], other [[Taxes|taxes]], [[PaymentModes|payment methods]], term of payment, product units) | ||
* Add or edit [[Customers|customers]], and [[Products|product items]]. | * Add or edit [[Customers|customers]], and [[Products|product items]]. | ||
| − | * Create, edit, print and save [[SalesInvoices|invoices]] in PDF format. | + | * Create, edit, print and save et [[Quotes/fr|quotes]] and [[SalesInvoices|invoices]] in PDF format. |
| − | * Enter [[CustomerPayments|customer payments]] | + | * Enter [[CustomerPayments|customer payments]] against issued invoices. |
* Close a [[CloseFiscalPeriod|fiscal period]], data for which can be stored indefinitely. | * Close a [[CloseFiscalPeriod|fiscal period]], data for which can be stored indefinitely. | ||
* Import all accounting and billing data. | * Import all accounting and billing data. | ||
Latest revision as of 16:23, 11 February 2020
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After initial setup, you can :
- Create and edit accounting records
- Perform a reconciliation
- Print a general ledger, journal ledgers, and trial balance, or export them as a PDF file.
- Import bank statements from the internet and compare bank statements with your entries.
- Build customized balance sheets to be printed or exported as PDF files.
- Billing configuration (sales categories, tariffs, V.A.T, other taxes, payment methods, term of payment, product units)
- Add or edit customers, and product items.
- Create, edit, print and save et quotes and invoices in PDF format.
- Enter customer payments against issued invoices.
- Close a fiscal period, data for which can be stored indefinitely.
- Import all accounting and billing data.