Aser OneClassify a movement
An expense or income with no type waits in the Inbox until it gets its account.
On the computer, 4 steps
Guide 5 of 14 in Accounting
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Open the Inbox
In Accounting, the red count next to Inbox says how many things wait.
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See the movement
Movements to classify: what it is, how many lines, and the amount.
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Pick an account
Click Pick an account and type the account number or name.
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Classify
Click Classify. Later movements of the same kind go to that account too.
Next step
More guides
- 1Invite your accountantName and e-mail, and they get their sign-in details.
- 2Move your books inYour old journal, account by account, checked.
- 3Open your booksCheck the opening, then open the books.
- 4Add an accountA new account under the right parent.
- 7Lock a monthClose a finished month to any change.
- 8Reopen a monthAsk to reopen a locked month, then approve it.
- 9Check the VAT you oweThe figures for your monthly VAT return.
- 10Read your profit and lossIncome, expenses and profit, down to each line.
- 11Read your balance sheetAssets, liabilities and equity on one page.
- 12Check your trial balanceDebits equal credits, account by account.
- 13See an account’s historyOne account, line by line, back to the sale or expense.
- 14See who owes youCustomers and suppliers, sorted by age.
- The Accounting appAccounting
- All guidesLearn