Guide Categories

Business Guides

Learn how to manage your day-to-day business operations with Accounter, from banking and sales to purchases and reporting.

Business Basics

Summary

Get a comprehensive overview of your company's financial condition at a glance.

Bank and Cash Accounts

Learn how to set up and manage your bank and cash accounts effectively.

Receipts

Record and manage incoming payments and receipts for your business.

Payments

Process and track payments to suppliers and other business expenses.

Sales & Customers

Customers

Manage your customer database and track client relationships.

Sales Invoices

Create, customize, and send professional invoices to your customers.

Credit Notes

Process refunds and credits for your customers when necessary.

Purchases & Suppliers

Suppliers

Keep track of your vendors and manage supplier relationships.

Purchase Invoices

Record and manage bills and invoices from your suppliers.

Purchase Quotes

Request and manage quotes from suppliers for effective procurement.

Sales Operations

Sales Quotes

Create and manage professional quotations for your customers.

Operations & Payroll

Payslips

Handle employee salaries with detailed payslips and payroll management.

Production Orders

Manage manufacturing processes and track material conversion.

Inventory & Tax Management

Inventory Write-offs

Document and manage inventory losses due to damage or theft.

Withholding Tax Receipts

Keep organized records of withholding tax receipts for compliance.

Business Management Tips

Here are some best practices to help you manage your business efficiently with Accounter:

Reconcile regularly

Reconcile your bank accounts weekly or monthly to ensure your records match your bank statements.

Set up recurring transactions

Automate your regular bills and invoices to save time and ensure consistent recording.

Review your Summary daily

Make it a habit to check your Summary page daily to maintain awareness of your financial position.

Create regular backups

Back up your business data frequently to prevent data loss and maintain business continuity.

Getting Started

New to Accounter? Start with the basics.

Settings

Configure Accounter to fit your business needs.