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What is Chart of Accounts?

  • Updated on: February 21, 2019
  • Authored By: chiefex

A chart of accounts is a financial organizational tool that provides a complete listing of every account in an accounting system. An account is a unique record for each type of asset, liability, equity, revenue and expense.


What is journal voucher?

  • Updated on: February 21, 2019
  • Authored By: chiefex

A journal voucher is a document on which is stored the essential information about an accounting transaction. It is prepared for the transactions which do not relate to sales, purchases, cash, bank, material returns.


Where can I edit journal vouchers?

  • Updated on: February 20, 2019
  • Authored By: chiefex

You can edit your Journal Vouchers by clicking on the Contact Name row. Steps for the same are as follows: Click on the Contact Name row. Edit the fields as per your preference. Click on Submit button.  


How to edit my chart of accounts?

  • Updated on: February 20, 2019
  • Authored By: chiefex

For the editting of Chart of Accounts click on the Account Name. Steps for the same are as follows: Click on the Account Name. Edit from the field Account Type, Account Name or Description. Click on Save button.    


Can I edit the ledger?

  • Updated on: February 20, 2019
  • Authored By: chiefex

The ledger which has been added by you can be edited or deleted.      


How can I Add New Ledger?

  • Updated on: February 20, 2019
  • Authored By: chiefex

You can add new ledger by clicking on the Add New button, which is located at the top right-hand side of the page.


Can I auto-generate expense voucher numbers?

  • Updated on: February 20, 2019
  • Authored By: chiefex

Yes, you can auto-generate expense voucher numbers. Steps for the same are as follows: Click on Settings icon beside the Expense Voucher Number field. Change the Prefix and Next Number as per your preference. Click on Save button.  


How to print expense vouchers?

  • Updated on: February 20, 2019
  • Authored By: chiefex

Steps to Print and Download PDF  for expense voucher are as follows: Click on the Customer Name. Click on the More button, on Expense Voucher Info page. In the drop-down, click on Print OR Click on Download PDF OR  



How do I filter Expense Vouchers?

  • Updated on: February 20, 2019
  • Authored By: chiefex

You can filter or sort Expense Vouchers as per your preference by clicking on the field names. By which field the sorting is done is denoted by small blue arrow beside the field name. By default, it is sorted by date.  



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