Bookkeeping
Importing statements and reviewing vouchers.
- How do I import a bank statement?In Bookkeeping, choose Import documents, pick the client and the bank account the statement belongs to, then drop the file in. Each file is classified and read once it lands.
- How do I import invoices or sales and purchase registers?Use the same Import documents window as for a bank statement. Each file is classified as a bank statement, sales register, purchase register or invoice.
- How do I review transactions before they post?Open the review queue, check the suggested ledger and voucher type for each row, then Accept or Reject it. Keyboard shortcuts make it quick.
- Why were some rows posted without review?A row posts on its own only when it passes every fixed check, such as the voucher balancing and the party ledger being an exact match. Everything else waits in the review queue.
Still stuck? Write to support and we will get back to you. Contact support
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