Viewing Chart of Accounts

To view your customers, click on “Customers” on the left side menu, then click “View Customers”. The customers are ordered alphabetically by last name. You can resort the list by clicking the headers, it will initial sort in ascending order, by clicking the header again it will order in descending order.

To view your bill payments, click on “Bills” on the left side menu, then click “View Payments”. The payments are ordered by the date paid in descending order, so newest payments will be displayed at the top. You can resort the list by clicking the headers, it will initial sort in ascending order, by clicking the header again it will order in descending order.

To enter a payment, click on “Bills” on the left side menu, then click “View Bills”. Then click the actions menu to the right of the bill you want to pay and choose Enter Payment from the drop down.

Enter the payment information, and click the Enter Payment button.

To view your vendors, click on “Bills” on the left side menu, then click “View Vendors”. The vendors are ordered alphabetically. You can resort the list by clicking the headers, it will initial sort in ascending order, by clicking the header again it will order in descending order.

Adding A Vendor

To add a vendor go to the vendors list (see above), then click the + Add Vendor link in the top right. Enter all of the vendor data and click save changes.

Editing a Vendor

To edit a vendor go to the vendors list (see above), then click the actions menu to the right of the vendor you want to edit and choose edit vendor from the drop down.

To edit a bill, click on “Bills” on the left side menu, then click “View Bills”. Next click on the action menu to the right of the bill you want to edit. This will show you a popup of actions, click Edit Bill.

To create a bill, click on “Bills” on the left side menu, then click “Create Bill”. The bills are ordered by the due date in descending order, so newest bills will be displayed at the top. You can resort the list by clicking the headers, it will initial sort in ascending order, by clicking the header again it will order in descending order.

Complete all the required data related to the bill. Once you have completed the form click “Save Changes”.

To view your bills, click on “Bills” on the left side menu, then click “View Bills”. The bills are ordered by the due date in descending order, so newest bills will be displayed at the top. You can resort the list by clicking the headers, it will initial sort in ascending order, by clicking the header again it will order in descending order.

To view your reports click on “Financials” on the left side menu, then click “Reports”. You will see a list of reports tabs at the top of the reports page

Account Aging

The account aging report shows you a list of all of your invoices that are due and the aging group.

Income Statement

The income statement is financial report that summarize a company’s revenues, costs, expenses, and profits or losses over a specific period.

To view your chart of accounts, click on “Financials” on the left side menu, then click “Chart of Accounts”. You can click the + Add General Ledger Account in the top right of the page. This will add a new parent level account.

You can also click on the actions menu to the right of a general ledger account, and click the Add Account under Account Name. This will add the new account under the parent account and assign the appropriate general ledger account number.

When adding a new account, you will enter the description, account type and general ledger account number. You can click SHOW ACCOUNTS to display your chart of accounts. If you click on an account in the Current General Ledger Accounts list, it will populate the General Ledger Account number.

Once you have made your changes, you can click Save Changes at the bottom of the page.

To view your chart of accounts, click on “Financials” on the left side menu, then click “Chart of Accounts”. The chart of accounts are ordered by account name.