The Accounting Module is where you manage financial transactions, including Payments and Credit Memos. This Module supports Reconciliation, and offers a variety of financial reports to keep your books accurate and up to date.
For more information on Modules, please see Modules Overview.
a. Boards - Track the status of Customer Payments in a clear, organized view. For more information, please see Boards Overview.
b. Payments - Enter new Payments and review Payment History for your Customers. For more information, please see Payment Methods.
c. Credit Memos - Document Customer overpayments and keep account balances accurate. For more information, please see Credit Memo Overview.
d. Reconciliation & Sync - Review Reconciliations and ensure your financial data is properly synced. For more information, please see Reconciliation Overview.
e. Reports - View and gather information specific to your Accounting information. For more information, please see
f. Settings - Configure system options that shape your Accounting process, including Chart of Accounts, Default GL Accounts, Payment Methods, and more.
