Accounting

How Accounting Works

Chart of accounts, bank reconciliation, VAT returns, journal entries, and how accounting connects to billing and the rest of the platform.

Reconcile a Bank Account

Match imported bank transactions against your accounting ledger.

File a VAT Return

Prepare and submit a VAT return for your reporting period.

Create Journal Entries

Post manual journal entries to adjust account balances.

Manage Chart of Accounts

Add, edit, or archive nominal account codes.

Revenue Recognition (ASC 606 / IFRS 15)

Define performance obligations, recognise revenue over time, and post journal entries automatically.

Vendor Bills

Where supplier bills come from and how to check and pay them.

Credit Notes

Reverse all or part of an invoice for a refund, return or correction.

Payment Reminders

Set rules that chase overdue invoices automatically.

Tax Rates

Define the VAT and tax rates used on invoice and bill lines.

Accounting Reports

Run P&L, balance sheet and trial balance live from your journals.

Billing & Accounting Settings

Bank details, invoice numbering and payment provider connections.

Corporate Tax Management

Accrue provisions, prepare returns and track your tax liability.