ABBPay Solutions - Account Module Documentation
Overview
The ABBPay Account Module is a comprehensive cloud-based accounting platform designed for businesses of all sizes. It provides a full suite of financial management tools including invoicing, expense tracking, banking, inventory management, point of sale (POS), and financial reporting.
Getting Started
To access the Account Module, log in to your ABBPay Solutions account and navigate to the Accounting section. You must have an active Accounting subscription and be assigned an Admin role.
Prerequisites:
- Verified email address
- Active company profile
- Accounting subscription
- Admin role assignment
Module Structure
The Account Module is organised into the following sections, accessible via the left sidebar navigation:
| # | Section | Description |
|---|---|---|
| 1 | Dashboard | Financial overview, compliance reminders, and key metrics |
| 2 | POS (Point of Sale) | In-store sales, terminals, sessions, and POS reporting |
| 3 | Money In | Sales management: customers, invoices, quotes, credit notes, revenues |
| 4 | Money Out | Expense management: suppliers, bills, purchases |
| 5 | Banking | Bank accounts, transfers, connections, feeds, and fixed assets |
| 6 | Products & Services | Product catalogue, categories, inventory, warehouses, and purchasing |
| 7 | Accounting | Double-entry bookkeeping: chart of accounts, journals, ledger, balance sheet, trial balance |
| 8 | Reports | Financial reports: P&L, cash flow, tax summary, aging reports, and more |
| 9 | Settings | Company settings, invoice customisation, payment gateways, currencies, taxes |
| 10 | Tools | Receipt scanner, compliance reminders, accountant access, QR codes |
Navigation
Desktop Sidebar
The left sidebar provides access to all major sections. It can be collapsed to show only icons for a wider workspace.
Mobile Navigation
On mobile devices, a bottom navigation bar provides quick access to key sections including Dashboard, POS, Money In, Money Out, Banking, Inventory, Reports, and Settings.
Multi-Currency Support
ABBPay supports multiple currencies across all financial documents. Your default currency is set in Settings > General Settings, and you can manage additional currencies in Settings > Currencies.
Multiple Companies
ABBPay supports multiple companies under a single user account. You can switch between companies using the company selector in the header navigation.
Key Terminology
| Term | Definition |
|---|---|
| Company | Your business entity within ABBPay |
| Money In | All income-related transactions (invoices, revenues, payments received) |
| Money Out | All expense-related transactions (bills, purchases, payments made) |
| Chart of Accounts | The complete list of financial accounts used to categorise transactions |
| Ledger | A record of all transactions posted to a specific account |
| Journal Entry | A manual double-entry transaction recording debits and credits |
| Bank Feed | Automatic transaction imports from connected bank accounts |
Support
For assistance with the Account Module, contact ABBPay Support or refer to the specific module documentation linked above.