Back to Accounting Overview

Accounting Product Guide

Learn how to get the most out of your Accounting system with our comprehensive step-by-step guide

6 Sections
Complete Guide
Step-by-Step
Tutorials
Best
Practices

Table of Contents

1Getting Started2Income & Expenses3Invoice Management4Cash Accounts5Multi-Currency6Financial Reports
1

Getting Started

Create Your Account

Sign up for a free Accounting account. You'll need to provide your email address and create a password. After registration, verify your email to activate your account.

💡 Tip: Use a business email address for better organization and team collaboration.

Steps:

  1. Go to the registration page
  2. Enter your email address
  3. Verify your email with the 6-digit code
  4. Enter your name and create a password
  5. Launch your first Accounting instance (optional)

Configure General Settings

Set up your base currency and default tax rate in Settings → General Settings. This will be used as defaults when creating transactions.

Settings to Configure:

  • Base Currency: Your primary currency for unified reporting (e.g., USD, EUR, TL)
  • Base Tax Rate: Default tax rate (e.g., 20%) used when creating income/expense entries
  • Cash Accounts: Create cash and bank accounts for transaction tracking
2

Managing Income & Expenses

Recording Income

Track all your business income sources. Link income to customers, set payment status, and categorize with tags.

Adding Income

  1. Navigate to Income from the sidebar
  2. Click "Add Income" button
  3. Select customer (optional)
  4. Enter amount and description
  5. Set tax rate (defaults to base tax rate)
  6. Select currency and exchange rate if different
  7. Link to cash account
  8. Set payment status
  9. Add tags and save

Bulk Import

  1. Go to Income → Import
  2. Download the sample CSV template
  3. Fill in your income data
  4. Upload the CSV file
  5. Map columns and review
  6. Complete the import

Recording Expenses

Record all business expenses. Link expenses to suppliers, track invoices, and monitor payment status.

✨ Best Practice: Always link expenses to suppliers and cash accounts for better tracking and reporting.

3

Invoice Management

Creating Invoices

Create professional invoices for both income (customer invoices) and expenses (supplier invoices). Add multiple line items with automatic calculations.

Invoice Creation Steps:

  1. Navigate to Invoices
  2. Click "Add Invoice"
  3. Select invoice type (Income or Expense)
  4. Select customer or supplier
  5. Add line items (description, quantity, unit price, tax)
  6. Set invoice date and due date
  7. Select currency and exchange rate if different
  8. Link to cash account
  9. Set invoice status
  10. Save the invoice
4

Cash Accounts

Setting Up Cash Accounts

Create cash and bank accounts to track your business finances. Link transactions to accounts for better cash flow management.

Account Setup Steps:

  1. Go to Settings → Cash Accounts
  2. Click "Add Cash Account"
  3. Enter account name and type (Cash, Bank, Credit Card)
  4. Set initial balance
  5. Select currency
  6. Choose a color for visual identification
  7. Add bank name and account number if applicable
  8. Save the account
5

Multi-Currency Support

Managing Currencies

Set your base currency and manage exchange rates. All transactions can be recorded in different currencies, and reports will automatically convert amounts to your base currency.

🚀 Pro Tip: Set exchange rates at the time of transaction to reflect accurate historical values.

6

Financial Reports

Generating Reports

Access comprehensive financial reports including overview dashboard, income/expense trends, profit & loss, and top customers/suppliers analysis.

Overview Dashboard

Real-time summary of income, expenses, profit, and key metrics

Trend Analysis

View income and expense trends over time

Profit & Loss

Detailed P&L reports with period comparisons

Cash Balances

View current balances for all cash accounts