Closing a month/period

After you have run your monthly reports and reported your figures, or your quarterly VAT return we recommend you close the month/period down. This will prevent other transactions being booked within that month or period and in doing so distort the figures you have already reported on. To do this...

How to book a customer payment

After having invoiced your customers you will - hopefully within the payment terms - receive their payments. These payments will have to be registered in your agreement, so you can match the invoices with the customer payments thus balancing the customer account. To register a customer receipt go to the...