User guide
Accounting from scratch
The chart of accounts, the journal entry and the payment entry: the ground every financial report stands on.
- Section
- Accounting
- Lessons
- 4
- Length
- 16 min
- Price
- Free
Lessons in this course
- The chart of accountsHow the chart of accounts is organised, and how to add an account in the right place.3:11
Trees in the systemThe chart of accounts, warehouses and item groups all work the same way.2:32
The journal entryRecording a balanced manual entry: debit and credit, a reference and a date.4:36
The payment entryRecording money paid to a supplier or received from a customer, against their invoices.5:21
Keep learning
5 lessons36 minGetting startedYour first day on the systemA tour of the system, then your company, items, customers and suppliers: everything you need before the first invoice.
3 lessons20 minSalesThe full sales cycleFrom the customer card to the order, the delivery, the invoice and the payment, as a working day runs.
4 lessons29 minPurchasingPurchasing, from order to paymentPurchase order, goods receipt, supplier invoice and payment: the cycle that keeps stock and accounts in step.Rather learn it live, on your own data?
Order a training track: one of our engineers walks your team through the screens they use, on your system, at your pace.
See training packages