Accounting Overview

Accounting Overview

The Accounting module provides basic bookkeeping and financial reporting for your business operations.

What's Tracked Automatically

  • Sales Revenue — Every completed order automatically creates an income entry
  • Refunds — Refunded orders create a corresponding deduction entry
  • Payroll — Approved payrolls create expense entries
  • Procurement — Received purchase orders create expense entries

Manual Entries

Add any income or expense not tied to a module transaction (e.g., office rent, utility bills, ad spend) under Accounting → Transactions → New Entry.

Chart of Accounts

The system uses a simplified chart of accounts with asset, liability, income, and expense account types. Customize account names under Accounting → Chart of Accounts.

Last updated: 5/20/2026
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