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Finance

Employee Custody
5 15
Expenses
11 17
Finance Settings
1 5
Incomes
7 14
Treasuries & Bank Accounts
7 19

Latest tutorials and updates

Deactivating a Recurring Income
Deactivating a Recurring Expense
The Recurring Expense
Adding Taxes in a Multiple Expense Record

Popular tutorials

Creating an Income Voucher
Creating an Expense
Adding a Treasury
Expenses List


Frequently Asked Questions

Linking a treasury account in the chart of accounts to a treasury available in the “Finance” app
Can automatic bank reconciliations be performed from a CSV statement?
Can I create an expense voucher and how can I print it?
What Is the Difference Between “Settled” and “Bad Debt” Status in an Employee Custody?
Why Can’t I See the “Close Custody” Button?
Why Can’t I See the “Bad Debt” Button?
Can I Undo a Custody Closure After Confirming It?
What Is the Difference Between Undoing a Closure and Undoing a Bad Debt?
What Happens to Journal Entries When Undoing a Bad Debt Recording?
Why Can’t I Delete a Custody Settlement?
Can I Delete a Settlement After Closing a Custody?
Why Did the Custody Status Return to “Open” After Deleting a Settlement?
Why Can’t I Delete a Settlement Type?
Can I Reactivate an Inactive Settlement Type?
Can I as an Employee Add a Settlement to My Own Custody?
Why Can’t I See My Colleagues’ Custodies in My Personal Profile?
What file formats and sizes are supported when importing bank statements?
How are AI coins deducted when importing bank statements?
Why wasn’t a transaction linked to a journal entry updated?
When Is an Existing Bank Statement Record Updated Instead of Creating a New One?
Why doesn’t the Purchase Invoice option appear on the custody settlement screen?
Can I edit or delete the invoice payment directly from the purchase invoice screen?
What is the journal entry resulting from settling a custody with a purchase invoice?
Can I settle an amount greater than the outstanding balance on the invoice or the custody’s remaining balance?
Can the same purchase invoice be used in more than one settlement row at the same time?
Can Excel files be imported directly without converting them to CSV?
Do the import steps or field mapping differ depending on the file format?
What purchase invoices appear when settling an employee custody?
What happens if I delete a custody settlement linked to a partially paid invoice?
What happens if a Purchase Refund is created for an invoice settled through an employee custody?
What screens are included in Excel file import in the system?