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In several simple steps, you can set up your own chart of accounts and a set of accounting journals that fully match existing accounting practices used by your financial department. The created journals can be easily exported as .xlsx files (both upon an automated schedule and a manual request) or sent to a third-party accounting service provider based on the integration.

Enabling the Accounting Functionality

In order to enable the functionality, it must be enabled at the configuration level.

As soon as this has been done, Back-Office users can be assigned Accounting permission. Such a user will get access to all accounting settings and journals.

Enabling the Integration

If you need the accounting journals to be sent to an external provider you need to enable the Accounting integration.

Managing the Accounting Functionality

As mentioned above, accounting journals can be dedicated for internal usage within the company or for export to an external system.

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