How do I enter my opening balances?
Opening balances carry your existing books into the app. Enter them once, before day-to-day work.
Opening balances are what each account was worth on the day you started using the app — customer dues, supplier dues, bank and cash balances, and stock on hand.
1. Open Accounts → Opening balances.
2. Enter the balance for each account as at your start date.
3. Check that total debits equal total credits before saving.
Enter them before you start recording daily transactions, so every report you run afterwards is complete.
Still not sure? Ask it in the chat in the corner — no account needed, and a person answers whatever the assistant can't.
How do I add a customer or a supplier?
Chart of accounts → New account → Type: Party, then say whether they are a customer, a supplier or both.
How do I record a payment I received or made?
Payments → New payment: pick the party, pick the cash or bank account, enter the amount.
How do I settle a small difference left on a customer or supplier balance?
Clear a rounding remainder, an agreed discount or a bad debt with Settle difference, rather than leaving it on the statement.
How do license agreements and royalties work?
One licence agreement per licensor: the products covered, the royalty on each, and an optional fixed fee.