Bookkeeping FAQs
This section covers the commonly asked questions by customers along with answers to get you back on track
This generally happens when the journal is included in the VAT return or the accounting period is locked for that period. To unlock a journal please na...
Thu, 25 Nov, 2021 at 11:48 AM
Navigation: Bookkeeping > Select Client > Bank > Dashboard Next to the bank account you would like to change, click on edit using the action dr...
Thu, 25 Nov, 2021 at 11:52 AM
Navigation: Bookkeeping > Select Client > Bank > Dashboard > Select Account Please click here to find out about importing bank transactions ...
Thu, 25 Nov, 2021 at 11:54 AM
Navigation: Bookkeeping> Select Client >Purchases >Recurring You may stop the recurring purchases by navigating to Purchases and enter the end...
Thu, 25 Nov, 2021 at 11:55 AM
Navigation: Bookkeeping > Purchase > Purchases Watch how to edit a Purchase Invoice You may use the 'Action' drop-down available in the l...
Thu, 25 Nov, 2021 at 11:59 AM
Navigation: Bookkeeping > Sales/Purchases > Invoices Help/Guide: You may raise the Credit note under the purchases section. Navigate ...
Thu, 25 Nov, 2021 at 12:53 PM
Navigation: Bookkeeping > Select Client > Purchases > Payments You may simply delete the advance payment by using the delete option under Action d...
Thu, 25 Nov, 2021 at 12:53 PM
Navigation: Bookkeeping > Select Client > Reports > Customers We recommend you click on the below link to view the list of all debtors (select ...
Thu, 25 Nov, 2021 at 12:54 PM
Navigation: Bookkeeping > Client > Reports > Additional > Recent Transaction From here you will find the list of recent transactions. ...
Wed, 22 Dec, 2021 at 4:31 PM
Navigation: Bookkeeping > Client > VAT > VAT Settings > VAT Codes You can add a new VAT code as desired by clicking on + VAT Code. A pop-u...
Wed, 22 Dec, 2021 at 4:34 PM