---
title: Simplify my accounting | Yapla Help Centre
description: Simplify my accounting
---

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1. [Yapla Help Centre](https://support.yapla.com/en-ca)
2. [Simplify my accounting](https://support.yapla.com/en-ca/simplify-my-accounting)

# Simplify my accounting

## First Steps

- [Using the Accounting Feature](https://support.yapla.com/en-ca/articles/360026322574-why-use-the-accounting-application)
- [First Steps - Accounting Application](https://support.yapla.com/en-ca/articles/1500008085341-first-steps-accounting-application)

## Manage sales and invoices

- [Partial Payment of an Invoice](https://support.yapla.com/en-ca/articles/360038537474-partial-payment-of-an-invoice)
- [Send a payment link (events)](https://support.yapla.com/en-ca/articles/24384860097939-send-a-payment-link-to-pay-an-outstanding-event-invoice)
- [Find a Bill](https://support.yapla.com/en-ca/articles/360024891054-find-a-bill)
- [Refund a membership on Yapla](https://support.yapla.com/en-ca/articles/360054283014-refund-a-membership-on-yapla)
- [Pay an invoice with pending payment (membership, donations, events...)](https://support.yapla.com/en-ca/articles/1500004074022-pay-an-invoice-with-pending-payment-membership-donations-events)
- [Modify the invoice template](https://support.yapla.com/en-ca/articles/1500004937841-modify-the-invoice-template)
- [Edit an invoice](https://support.yapla.com/en-ca/articles/1500004935201-edit-an-invoice)
- [How to pay back a transaction with insufficient balance on your Yapla account?](https://support.yapla.com/en-ca/articles/4405136069139-how-to-pay-back-a-transaction-with-insufficient-balance-on-your-yapla-account)
- [Cancel an invoice](https://support.yapla.com/en-ca/articles/360063324113-cancel-an-invoice)
- [Adding a manual receipt](https://support.yapla.com/en-ca/articles/46833430057875-adding-a-manual-receipt)
- [Add additional notes to invoices](https://support.yapla.com/en-ca/articles/29258925392787-add-additional-notes-to-invoices)
- [Display billing information in an automatic communication](https://support.yapla.com/en-ca/articles/360058191794-display-billing-information-in-an-automatic-communication)

See less ▼

## Manage expenses

- [Expenses Management](https://support.yapla.com/en-ca/articles/360024887974-expenses-management)

## General ledger

- [Understanding Accounting Periods](https://support.yapla.com/en-ca/understanding-accounting-periods)
- [Accounting with the Yapla payment method](https://support.yapla.com/en-ca/articles/360054084333-accounting-with-the-yapla-payment-method)
- [Creation of an Accounting Position](https://support.yapla.com/en-ca/articles/360060428493-creation-of-an-accounting-position)
- [Add an accounting entry](https://support.yapla.com/en-ca/articles/360025043553-add-an-accounting-entry)

## Consolidation

- [Consolidate your accounting](https://support.yapla.com/en-ca/articles/1500007796661-consolidate-your-accounting)
- [Consolidating a Period with Yapla: Best Practices (Canadian accounts)](https://support.yapla.com/en-ca/articles/40672705685267-consolidating-a-period-with-yapla-best-practices-canadian-accounts)
- [Generate a deposit slip](https://support.yapla.com/en-ca/articles/360027343813-generate-a-deposit-slip)

## Reports

- [List of reports available for the Accounting application](https://support.yapla.com/en-ca/articles/360026324194-list-of-reports-available-for-the-accounting-application)
- [Using the Account Receivable Report](https://support.yapla.com/en-ca/articles/360033601414-using-the-receivable-accounts-report)
- [Using the Sales by Accounting Item report](https://support.yapla.com/en-ca/articles/40150747423251-using-the-sales-by-accounting-item-report)

## Settings

- [Activate deferred revenues in the accounting system](https://support.yapla.com/en-ca/articles/13333639741971-activate-prepayments-in-your-accounting-system)
- [Accrual accounting](https://support.yapla.com/en-ca/articles/360024889754-accrual-accounting)

## Projects

- [Classification of accounting by project](https://support.yapla.com/en-ca/articles/360050531454-classification-of-accounting-by-project)

## Taxes

- [Configuring sales taxes in Yapla](https://support.yapla.com/en-ca/articles/360056368594-configuring-sales-taxes-in-yapla)
- [Add taxes to your rates](https://support.yapla.com/en-ca/articles/360060238473-add-taxes-to-your-rates)

## Frequently asked questions

- [I can't save a manual bill because the Save button remains grey](https://support.yapla.com/en-ca/articles/4408863876883-i-can-t-save-a-manual-bill-because-the-save-button-remains-grey)
- [How to remove a sale](https://support.yapla.com/en-ca/articles/11673419803539-how-to-remove-a-sale)
- [How do I record a payment by check?](https://support.yapla.com/en-ca/articles/4405517104787-how-do-i-record-a-payment-by-check)
- [How to record a credit note in accounting?](https://support.yapla.com/en-ca/articles/4405508695443-how-to-record-a-credit-note-in-accounting)
- [How to add an accounting item that is not in the list?](https://support.yapla.com/en-ca/articles/4405171429779-how-to-add-an-accounting-item-that-is-not-in-the-list)
- [Can we cancel an expense?](https://support.yapla.com/en-ca/articles/4408869627667-can-we-cancel-an-expense)

See less ▼

- [Getting started on Yapla](https://support.yapla.com/en-ca/getting-started-on-yapla#main-content)

    - [Collection of useful resources to discover Yapla](https://support.yapla.com/en-ca/getting-started-on-yapla#collection-of-useful-resources-to-discover-yapla)
    - [Getting started](https://support.yapla.com/en-ca/getting-started-on-yapla#getting-started)
    - [Make the most of Yapla](https://support.yapla.com/en-ca/getting-started-on-yapla#make-the-most-of-yapla)
    - [About Yapla](https://support.yapla.com/en-ca/getting-started-on-yapla#about-yapla)
- [Configure my account](https://support.yapla.com/en-ca/configure-my-account#main-content)

    - [First steps](https://support.yapla.com/en-ca/configure-my-account#first-steps)
    - [Account](https://support.yapla.com/en-ca/configure-my-account#account)
    - [Billing](https://support.yapla.com/en-ca/configure-my-account#billing)
    - [License and users](https://support.yapla.com/en-ca/configure-my-account#license-and-users)
    - [Frequently asked questions](https://support.yapla.com/en-ca/configure-my-account#frequently-asked-questions)
- [Learn about common functionalities](https://support.yapla.com/en-ca/learn-about-common-functionalities#main-content)

    - [Communications](https://support.yapla.com/en-ca/learn-about-common-functionalities#communications)
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- [Manage my payments and authentification](https://support.yapla.com/en-ca/manage-my-payments-and-authentification#main-content)

    - [Authentification](https://support.yapla.com/en-ca/manage-my-payments-and-authentification#authentification)
    - [Payment method](https://support.yapla.com/en-ca/manage-my-payments-and-authentification#payment-method)
    - [Voluntary contribution and commission](https://support.yapla.com/en-ca/manage-my-payments-and-authentification#voluntary-contribution-and-commission)
    - [Frequently asked questions](https://support.yapla.com/en-ca/manage-my-payments-and-authentification#frequently-asked-questions)
- [Manage my members](https://support.yapla.com/en-ca/manage-my-members#main-content)

    - [First Steps](https://support.yapla.com/en-ca/manage-my-members#first-steps)
    - [Import members](https://support.yapla.com/en-ca/manage-my-members#import-members)
    - [Simplified Membership Campaign](https://support.yapla.com/en-ca/manage-my-members#simplified-membership-campaign)
    - [Member management](https://support.yapla.com/en-ca/manage-my-members#member-management)
    - [Member profiles](https://support.yapla.com/en-ca/manage-my-members#member-profiles)
    - [Form](https://support.yapla.com/en-ca/manage-my-members#form)
    - [Communications](https://support.yapla.com/en-ca/manage-my-members#communications)
    - [Organization or family management](https://support.yapla.com/en-ca/manage-my-members#organization-or-family-management)
    - [Membership management](https://support.yapla.com/en-ca/manage-my-members#membership-management)
    - [Rates](https://support.yapla.com/en-ca/manage-my-members#rates)
    - [Organization or family](https://support.yapla.com/en-ca/manage-my-members#organization-or-family)
    - [Advanced functions](https://support.yapla.com/en-ca/manage-my-members#advanced-functions)
    - [Continuing education](https://support.yapla.com/en-ca/manage-my-members#continuing-education)
    - [Frequently asked questions](https://support.yapla.com/en-ca/manage-my-members#frequently-asked-questions)
- [Organize my events](https://support.yapla.com/en-ca/organize-my-events#main-content)

    - [First steps](https://support.yapla.com/en-ca/organize-my-events#first-steps)
    - [Settings](https://support.yapla.com/en-ca/organize-my-events#settings)
    - [Forms](https://support.yapla.com/en-ca/organize-my-events#forms)
    - [Electronic tickets](https://support.yapla.com/en-ca/organize-my-events#electronic-tickets)
    - [Advanced settings](https://support.yapla.com/en-ca/organize-my-events#advanced-settings)
    - [Communications](https://support.yapla.com/en-ca/organize-my-events#communications)
    - [Rate management](https://support.yapla.com/en-ca/organize-my-events#rate-management)
    - [Event registration management](https://support.yapla.com/en-ca/organize-my-events#event-registration-management)
    - [Activity management with sessions](https://support.yapla.com/en-ca/organize-my-events#activity-management-with-sessions)
    - [Conferences](https://support.yapla.com/en-ca/organize-my-events#conferences)
    - [Frequently asked questions](https://support.yapla.com/en-ca/organize-my-events#frequently-asked-questions)
- [Receive donations](https://support.yapla.com/en-ca/receive-donations#main-content)

    - [First Steps](https://support.yapla.com/en-ca/receive-donations#first-steps)
    - [Donation management](https://support.yapla.com/en-ca/receive-donations#donation-management)
    - [Tax receipts](https://support.yapla.com/en-ca/receive-donations#tax-receipts)
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- [Simplify my accounting](https://support.yapla.com/en-ca/simplify-my-accounting#main-content)

    - [First Steps](https://support.yapla.com/en-ca/simplify-my-accounting#first-steps)
    - [Manage sales and invoices](https://support.yapla.com/en-ca/simplify-my-accounting#manage-sales-and-invoices)
    - [Manage expenses](https://support.yapla.com/en-ca/simplify-my-accounting#manage-expenses)
    - [General ledger](https://support.yapla.com/en-ca/simplify-my-accounting#general-ledger)
    - [Consolidation](https://support.yapla.com/en-ca/simplify-my-accounting#consolidation)
    - [Reports](https://support.yapla.com/en-ca/simplify-my-accounting#reports)
    - [Settings](https://support.yapla.com/en-ca/simplify-my-accounting#settings)
    - [Projects](https://support.yapla.com/en-ca/simplify-my-accounting#projects)
    - [Taxes](https://support.yapla.com/en-ca/simplify-my-accounting#taxes)
    - [Frequently asked questions](https://support.yapla.com/en-ca/simplify-my-accounting#frequently-asked-questions)
- [Manage my contacts](https://support.yapla.com/en-ca/manage-my-contacts#main-content)

    - [Manage contact](https://support.yapla.com/en-ca/manage-my-contacts#manage-contact)
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    - [Introduction to Yapla Newsletters](https://support.yapla.com/en-ca/send-newsletters#introduction-to-yapla-newsletters)
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