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Welcome to the Yapla Help Centre

 

  1. Help Centre
  2. Simplify my accounting

Simplify my accounting

First Steps

  • Why use the Accounting application?
  • First Steps - Accounting Application

Manage sales and invoices

  • Add additional notes to invoices
  • Send a payment link to pay an outstanding event invoice
  • How to pay back a transaction with insufficient balance on your Yapla account?
  • Modify the invoice template
  • Edit an invoice
  • Pay an invoice with pending payment (membership, donations, events...)
See all 11 articles

Manage expenses

  • Expenses Management

Accounting

General ledger

  • Understanding Accounting Periods
  • Accounting with the Yapla payment method
  • Add an accounting entry
  • Creation of an Accounting Position

Consolidation

  • Consolidating a Period with Yapla: Best Practices (Canadian accounts)
  • Consolidate your accounting
  • Generate a deposit slip

Reports

  • Using the Sales by Accounting Item report
  • List of reports available for the Accounting application
  • Using the Receivable Accounts Report

Settings

Settings

  • Activate prepayments in your accounting system
  • Accrual accounting

Projects

  • Classification of accounting by project

Taxes

  • Configuring sales taxes in Yapla
  • Add taxes to your rates

Frequently asked questions

  • How to remove a sale
  • Can we cancel an expense?
  • How do I get my funds back into my bank account?
  • I can't save a manual bill because the Save button remains grey
  • How do I record a payment by check?
  • How to record a credit note in accounting?
See all 7 articles

Didn't find an answer?

Let us help you without further delay!

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