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Welcome to the Yapla Help Centre

 

  1. Help Centre
  2. Simplify my accounting

Simplify my accounting

First Steps

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

Manage sales

  • How to pay back a transaction with insufficient balance on your Yapla account?
  • Modify the invoice template
  • Edit an invoice
  • Cancel an invoice
  • Display billing information in an automatic communication
  • Partial Payment of an Invoice
See all 7 articles

Manage expenses

  • Expenses Management

Manage payments

  • Pay an invoice with pending payment (membership, donations, events...)
  • Refund a membership on Yapla

Accounting

General ledger

  • Add an accounting entry

Consolidation

  • Consolidate your accounting
  • Generate a deposit slip

Reports

  • List of reports available for the Accounting application
  • Using the Receivable Accounts Report

Settings

Settings

  • Accrual accounting

Payment methods

  • Offer the cash payment method on your site
  • How do I change the default payment method?
  • How to customize the payment methods by application
  • How Payment Methods Work in the Shopping Cart
  • Payment method - Advanced functions
See all 7 articles

Projects

  • Classification of accounting by project

Chart of accounts

  • Accounting periods
  • Creation of an Accounting Position

Taxes

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

Frequently asked questions

  • Can we cancel an expense?
  • How do I get my funds back into my bank account?
  • How do I record a payment by check?
  • How to record a credit note in accounting?
  • How to add an accounting item that is not in the list?

Didn't find an answer?

Let us help you without further delay!

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