Accounting
Use Menu > Accounting to record general-ledger adjustments, manage periods, configure accounts, tax records, terms, and accounting preferences, and run financial and transaction reports. These workflows define how supported business transactions post, close, calculate tax, and appear in financial results.
The Accounting landing page shows current financial indicators, including gross margin, current ratio, debt-to-equity ratio, profitability, assets, liabilities, and equity. Select View report on a card to open its supporting report.
Open Menu, then select Accounting to access the following areas:
- Journal entries
- Recurring journal entries
- The Accounting business area in Menu > Reports
- Settings