๐๏ธ Requirements
System requirements for the Accounting and Bookkeeping module for Concord CRM.
๐๏ธ Getting Started
How to enable and activate the Accounting and Bookkeeping module for Concord CRM.
๐๏ธ Settings
Configure the Accounting and Bookkeeping module settings including default accounts, number prefixes, automation, account types, expense categories, and tax rates.
๐๏ธ Dashboard
Overview of the Accounting module dashboard including key metrics, quick actions, and summary tables.
๐๏ธ Chart of Accounts
Manage the Chart of Accounts in the Accounting module including creating accounts, default accounts, and account hierarchy.
๐๏ธ Journal Entries
Understand journal entries in the Accounting module including automatic creation triggers, reversing entries, voiding, and entry statuses.
๐๏ธ Expenses
Track and categorize business expenses with automatic journal entry generation in the Accounting module.
๐๏ธ Vendor Bills
Manage vendor bills and supplier invoices with automatic journal entry generation in the Accounting module.
๐๏ธ Payments
Record and manage payments made and received with automatic journal entry generation in the Accounting module.
๐๏ธ Bank Accounts
Manage bank accounts, import bank statements, and track bank transactions in the Accounting module.
๐๏ธ Bank Reconciliation
Reconcile your bank statements against accounting book entries to ensure accuracy and identify discrepancies.
๐๏ธ Budgets
Plan spending across accounts on a monthly basis and track actual spending against budget targets.
๐๏ธ Reports
Generate financial reports including trial balance, balance sheet, profit and loss, general ledger, cash flow, aging reports, and more.
๐๏ธ Integration
Learn how the Accounting module integrates with Invoices, Assets, and Contacts to automate journal entries and bookkeeping.