The Accounting tab allows you to manage all your client accounts and transactions, including the following client transaction documents:
Note: The options available differ depending on whether or not you are enabled for contract management (see General Settings > Billing Rules > Contract management).
Transaction Management
- Invoice Management
- Receipt Management
- Credit Note Management
- Debit Note Management
- Adjustment Management
- Allocations Report
- Client Statements
Contract Management
Contract Settings
Bank Reconciliation
By default, choosing the Accounting tab displays the Invoice Management screen. This displays all invoices that have been created for clients.
