How can we help?

Getting Started

• Quick guide to get started
• How to add opening balances?
• How to setup initial inventory?
• CSV Data Import
• How to add a new user?
• Multi-Factor Authentication
• Activity Stream
• Weekly Digest
• View all articles in “Getting Started”

General Questions

• How to close the fiscal year?
• How to lock period?
• How to convert CSV file to Excel?
• How to open CSV with LibreOffice/OpenOffice?
• How to edit a posted invoice?
• How to cancel a posted invoice?
• How to delete a posted invoice?
• How to add a payment from the invoice?
• View all articles in “General Questions”

Sales

• Sales Inbox
• Invoice Online Link
• How to create a new sales invoice?
• How to create a recurring invoice?
• E-invoices / How to send e-invoice?
• Proforma Invoices (Prepayments)
• How to create a proforma invoice?
• How to create a new quote?
• View all articles in “Sales”

Purchasing

• Purchase Inbox
• How to work with PayTraq Inbox?
• How to create a new purchase invoice?
• How to create a new expense claim?
• How to create a purchase proforma invoice?
• PayTraq Direct
• How to connect Dropbox to Purchase Inbox?
• E-invoices / How to receive e-invoices?
• View all articles in “Purchasing”

Money

• Bank Feeds
• Import of bank statements
• Bank reconciliation
• Reconciliation rules
• How to start accept invoice online payments?
• Setting up Open Banking feed
• Setting up PayPal bank feed
• Setting up Wise bank feed
• View all articles in “Money”

Warehousing

• Product cost
• How to create a new product?
• How to create a new warehouse?
• How to create a new outgoing shipment?
• How to create a new incoming shipment?
• How to create a new inventory adjustment?
• Physical Inventory Adjustments
• Production orders
• View all articles in “Warehousing”

Accounting

• General Ledger
• Journal Entries
• How to view the Chart of Accounts?
• How to create a new manual journal?
• Recurring manual journals
• Partner Balance Confirmation
• VAT closing entries
• Taxes closing entries
• View all articles in “Accounting”

PayTraq U

• What bookkeeping is and why it is important for business?
• What is a Chart of Accounts?
• What is an account in accounting?
• Debit and Credit in Accounting Entries: Is It So Complicated?
• General Journal and General Ledger
• Profit and Loss Statement
• Understanding a Balance Sheet
• Counterparty in bookkeeping
• View all articles in “PayTraq U”