Accounting: start here
The first steps in Accounting: the dashboard and its journals, the chart of accounts and the taxes the package installs, the fiscal year, and the settings that say which of them are used by default.
Tutorial 1
The first minute in Accounting
Open the five screens an accountant comes back to every day, the dashboard, the chart of accounts, the taxes, the journals and the settings, and learn what each one holds before changing anything.
How-to 5
Review the chart of accounts
Read the chart of accounts the package installed, find an account by its code or its name, and add an account of your own with its code, name and type.
Create a journal
Add a journal from the journals list, name it and pick its type, then find it in the list with its sequence prefix and default account.
Set the default taxes
Choose the sales tax and the purchase tax that new products receive, read the list of taxes the package installed, and open one tax to see its rate and where it applies.
Define the fiscal year
Set the last day of the company's fiscal year, and when a year is shorter or longer than twelve months, turn on fiscal years and record its start and end dates.
Accounting settings
What each option of the Accounting settings does in plain words, from the localization package, the default taxes and the main currency to the fiscal year, the invoice signature and the deferred entries.
Reference 1
Accounting automations
What Accounting does by itself: the daily matching of bank statement lines, the Bank & Cash figure in the digest e-mail, the deferred defaults set at installation and the welcome tour, with how to stop each one.
Explanation 1
How the accounting setup fits together
Why the package comes first, how the company, its accounts, taxes and journals depend on each other, what this module adds on top of the accounting app, and who may do what.