Clickentry has a provision to export your chart of accounts to a CSV file. You can print the list of your accounts and their codes as a PDF document. Export your Chart of Accounts In the Settings menu, select Account Settings. Click on the Chart of Account under Organization. Click on the Export button. Clickentry downloads a CSV (comma-separated values) file to your computer. The file...
If there is an unused account then you can remove it by permanently deleting it. If you no longer need an account then you can Archive it. You can later restore the archived accounts. How it Works Deleting an account will permanently remove it from your chart of accounts. You won't be able...
You can change the tax rate on an account in your chart of accounts so that it can be applied to new transactions. In the Settings menu, select Account Settings. Click on the Chart of Account under Organization. Select the checkbox next to the Account you want to change the tax rate on. Click on the Change Tax Rate button. Select the required...
You can record payments on transactions from all accounts except bank accounts. You can enable payments to locked accounts but not system accounts. In the Settings menu, select Account Settings. Click on the Chart of Account under Organization. Open the account you want to Enable Payments to. Select the Enable payments to this account checkbox. Click Save.
The opening balance date is the date of your organisation's opening account balances. If applicable, we recommend using a month a sales tax period starts from. About your Opening Balance Date The opening balance date is the date of your opening account balances. Usually, It's the date you start using Clickentry. The only transactions you...
There are three types of system accounts that track realised and unrealised currency movements in the chart of accounts. You can track the balance of your foreign currency bank account in the applicable currency. Foreign Currency System Accounts Bank Revaluation Account The automatically revalued transactions from a foreign currency bank account are coded to this account such...
Here you learn how you can use locked accounts and system accounts in Clickentry. Locked Accounts Locked accounts are used for specific purposes in your organization. You can edit these accounts but you can't perform delete or archive action on these accounts. To edit a locked account, you must have the standard or...
You can record opening balances for your accounts at any time, but the balances of your reporting and the bank won't be accurate until you have entered them. Depending on your requirements, you can enter your balances one by one or import them in bulk. If you want to change opening balances,...
With any pricing plan, Clickentry allows you to add a foreign currency in Clickentry. You must have either the standard or adviser user role. To Add a Currency: In the Settings menu, select Account Settings. Click on the Currencies link under the Features section. In the Add multiple currency field, select the currency you want to add in Clickentry. Select the date in the Exchange Date field. Click on the Add...
Using multicurrency you can invoice your customers and receive payments in 160 currencies. Clickentry displays the currency movements in your transactions and are updated periodically. In every pricing plan, you can use multicurrency to add foreign currencies to Clickentry. How it Works With any pricing plan, Clickentry allows you to send invoices, quotes and purchase orders, or receive...
