Help pages for Accounts

Accounting years

This screen shows accounting years that exist in this Uwazi database. What are accounting years? Accounting uses periods of times to collect and organize transactions. These accounting periods are generally years. These periods can be open for new transactions, or can...

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Create new General Journal Entry

This screen is used to enter new General Journal entries into your database. Quick Tip What is a general journal entry? It is an accounting entry that is made outside of usual cash sales/receipts or account purchasing or receipts. General journal entries can be used...

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Accounts Main Screen

This page gives you access to accounts related functions. Accessing any of these functions will leave this page open.You can access this page by pressing on the “Accounts” header area. Account Pages Chart of Accounts. This button gives you access to the Chart of...

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Chart of Accounts

This page allows you to manage your database chart of accounts. Your accounts are listed in a tree format, with sub-accounts listed beneath parent accounts. If an account has subaccounts, a right arrow is shown on the tree. Click this to open the tree. The screenshot...

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Create New Account

You can use this screen to create a new account in your Uwazi database. This screen has the following fields: Account code: A code to give your new account. Account codes must be unique in your Uwazi database. Aside from that, you can call it whatever you desire....

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