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

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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

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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?