Accounting (Double-Entry Bookkeeping)
Updated 1 day ago
1 min read
Overview
The Accounting section provides full double-entry bookkeeping capabilities. Manage your Chart of Accounts, create manual journal entries, view ledger summaries, and generate key financial statements including the Balance Sheet and Trial Balance.
Accessing Accounting
Navigate to Account > All Transactions from the left sidebar.
Tabs
The Accounting hub is organised into 5 tabs:
| Tab | Description | Documentation |
|---|---|---|
| Chart of Accounts | Manage your account structure | Details |
| Journal Entry | Create manual double-entry transactions | Details |
| Ledger Summary | View account transaction details | Details |
| Balance Sheet | Financial position statement | Details |
| Trial Balance | Verify debit/credit equality | Details |
Summary Statistics
| Metric | Description |
|---|---|
| Total Accounts | Number of accounts in your Chart of Accounts |
| Total Journals | Number of journal entries created |
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