Accounting guide
The in-depth reference for Accounting — the chart of accounts, journal entries, financial statements, budgets, periods and sync.
The in-depth half of Accounting — how entries actually post, how each financial statement is built, and how to read budget variance and sync status. Start with Accounting if you haven't set up a chart of accounts yet.
Start here
The chart of accounts
Set up the standard accounts or add your own.
Journal entries: draft, approve, post
The maker-checker workflow every entry goes through.
Sync status and fixing sync errors
Which modules sync to accounting, and which don't yet.
All pages
Accounting periods and closing
What an accounting period is meant to do, and why there's nothing to set up yet.
Balance sheet in depth
Assets, liabilities and equity as of any date, broken down by account.
Budgets, approval and variance
Create a budget, move it to Active, and read how actual spending compares.
Cash flow statement
Where cash actually moved, grouped into operating, investing and financing activity.
The chart of accounts
Set up the accounts every journal entry, statement and budget in this module posts to.
How charges and payments post to accounts
Which accounts a synced Finance transaction actually debits and credits.
Income statement in depth
Revenue and expenses by account, for any period, with a comparison to the one before.
Journal entries: draft, approve, post
Record a manual entry, then move it through maker-checker approval to posted.
Sync status and fixing sync errors
Read the sync numbers correctly, and know which modules can't sync yet no matter what you click.
Last updated 14 October 2026