Accounting in Biznsbook: An Overview
What the Accounting and Finance Management modules do, and how they fit together.
Set Up Your Chart of Accounts
How the chart of accounts works in Biznsbook and how to set one up.
Record Payment Vouchers
How to record cash and cheque receipts and payments in Biznsbook.
Record a Journal Voucher
How to make manual accounting adjustments with a journal voucher in Biznsbook.
Turn On Voucher Approvals
How to add a check-and-approve step before payment and journal vouchers post to the ledger.
Manage Customer and Supplier Balances
How accounts receivable and accounts payable work in Biznsbook.
Enter Opening Balances
How to bring in starting account balances from your previous system when you go live on Biznsbook.
Run Financial Reports
The core financial statements available in Biznsbook and what each one tells you.
Set Up Fiscal Years and Close Periods
How to define your fiscal year and close accounting periods once month-end work is done, with Finance Management.
Reconcile Your Bank Account
How to match your bank statement against your books in Biznsbook, with Finance Management.
Import a Bank Statement
How to upload a PDF or scanned bank statement and have Biznsbook read it automatically, with Finance Management.
Track Fixed Assets
How to set up asset categories and register fixed assets in Biznsbook, with Finance Management.
Accounting Permissions and Troubleshooting
What each Accounting and Finance Management permission unlocks, and fixes for common issues.