Finance
Manage your organization's financial records, including invoices, accounting, and financial reporting.
What's Inside
Billing
- Invoices — Create and track customer invoices
Accounting
- Accounting Years — Manage fiscal years
- Financial Accounts — Chart of accounts
- Transactions — Journal entries
Payables & Receivables
Reports
- Trial Balance — Verify account balances
- Income Statement — Revenue and expenses
- Balance Sheet — Assets, liabilities, and equity
- Account Ledger — Detailed account activity
Quick Start
- Set up your fiscal year — Create an Accounting Year
- Configure your chart of accounts — Review Financial Accounts
- Enter opening balances — Set initial account balances
- Start recording — Create Transactions and Invoices