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...)

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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?

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