FAQ
Sales invoices
Creating, issuing, locking and sending sales invoices.
Document numbering and series
How invoice numbers are assigned and how to define your own series.
EU VAT schemes
Which VAT scheme an invoice gets and how it is printed.
Document capture and e-mail intake
Reading supplier documents by OCR and receiving them by e-mail.
Purchase invoices
Registering supplier documents and choosing expense accounts.
Partners
Partner card fields, bank accounts, addresses and files.
Debt reminders
Automatic overdue payment reminders.
Items and units
Item card fields, item kinds, units of measure and per-item accounts.
Stripe import
Payments export, transfers export, authorizations and refunds.
Bank imports
Statement files, bank connections and matching.
Warehouse and stock
Stock movements, lots and warehouses.
Ledger posting
How documents become journal entries.
Reports and exports
Report jobs and Excel exports.
Operation types
User-defined document types with their own accounts and flags.
Roles and access
Membership roles and API scopes.
Migration
Moving data from another accounting system.
Company settings
Company profile, series, operation types, units and recognition.
Lists, filters and Excel export
Column filters, column chooser, page size, totals and export.
File storage
The company file storage page.
Pay now links
Payment-initiation links on invoices.
Partnership points
The referral programme.