Add an Account   The process of adding a general ledger account is different to Add a Bank, Credit Card or Paypal Account.  in the Settings menu, select Account Settings.  Click on the Chart of Account under Organization.  Click on the Add New Account drop-down button and select Add Account option.  Enter the required information of your Account (Link).  (Optional ) Select the:  Show on Dashboard Watchlist checkbox: If you want to show this account on your&nbs ..read more

You can import a chart of accounts to use in place of the Clickentry default accounts or to update multiple accounts in bulk.  Before You Start  When you are setting up your organization in Clickentry then instead of using Clickentry default accounts, you can import and use your own chart of accounts. You can import a chart of accounts file from your old accounting system or from another Clickentry organisation. Other than this you can create and import your new one using Clickentry’s template. You need to do this before entering an ..read more

Add a Single Manual Journal  You need to add a single manual journal, then either save it as a draft or post it directly into the general ledger.   In the Advisor menu, select Journal.  Click on the New Journal button.  Enter the required journal details in the relevant fields.  Click on either:  Save as draft: To save the journal without posting it to the general ledger.   Post: To post the journal to the general ledger.  Post Multiple Manual Journals  You can also post multiple draft j ..read more

You can create the manual journal template file and then import it into Clickentry.  In the Advisor menu, select Journal.  Click on the Import button.  Click on the Download template file link.  Enter the required journal details into the downloaded template.  In case,  you leave both the date and narration cells blank, Clickentry will treat that row as belonging to the same journal as the row above it.  Save the updated file with .csv as the file extension.  In Clickentry, go back t ..read more

Using the chart of accounts in Clickentry, you can record and classify your transactions, and generate reports.  You can import your chart of accounts from your previous accounting system or from your own custom chart.  How it Works  When you set up your organization in Clickentry then it assigns a default chart of accounts and a list of your organization’s accounts. However, Clickentry also allows you to import a chart of accounts from another accounting system, or from your own custom chart.  Clickentry allows you to add or edit a ..read more

Add an Account   The process of adding a general ledger account is different to Add a Bank, Credit Card or Paypal Account.  in the Settings menu, select Account Settings.  Click on the Chart of Account under Organization.  Click on the Add New Account drop-down button and select Add Account option.  Enter the required information of your Account (Link).  (Optional ) Select the:  Show on Dashboard Watchlist checkbox: If you want to show this account on your&nbs ..read more

You can import a chart of accounts to use in place of the Clickentry default accounts or to update multiple accounts in bulk.  Before You Start  When you are setting up your organization in Clickentry then instead of using Clickentry default accounts, you can import and use your own chart of accounts. You can import a chart of accounts file from your old accounting system or from another Clickentry organisation. Other than this you can create and import your new one using Clickentry’s template. You need to do this before entering an ..read more

Add a Single Manual Journal  You need to add a single manual journal, then either save it as a draft or post it directly into the general ledger.   In the Advisor menu, select Journal.  Click on the New Journal button.  Enter the required journal details in the relevant fields.  Click on either:  Save as draft: To save the journal without posting it to the general ledger.   Post: To post the journal to the general ledger.  Post Multiple Manual Journals  You can also post multiple draft j ..read more

You can create the manual journal template file and then import it into Clickentry.  In the Advisor menu, select Journal.  Click on the Import button.  Click on the Download template file link.  Enter the required journal details into the downloaded template.  In case,  you leave both the date and narration cells blank, Clickentry will treat that row as belonging to the same journal as the row above it.  Save the updated file with .csv as the file extension.  In Clickentry, go back t ..read more

You can view any status of the manual journals and then edit or copy them if needed.  What You Need to Know  To view, edit or copy a manual journal, you must have the adviser or standard + all reports user role.  You can see the Draft manual journals on the Draft tab. Once you post them then they can be seen on the Posted tab.  You can edit a draft journal, or make a posted journal into a repeating journal.  By copying an existing journal, you can create a new draft manual journal, no matter what its status is.  View a Manual Journal  In the Adviso ..read more