Accounting

Goal

Reach ledger, tax & FX, reporting queues, and optional subsidiary-ledger screens.

Who it is for

Accountants and controllers (accounting.view / .manage / .post / .admin as applicable).

Open

Sidebar Accounting (core module accounting).

Where to go

1. Ledger: Chart of Accounts, Journals, Recurring Journals, Periods, Accounting setup, System Accounts.
2. Currency: Exchange Rates, FX revaluation. Tax codes and the rest of tax setup live under Accounting → Tax & Compliance.
3. Reporting: Recurring documents, Pending Queue.
4. Administration → Settings → Analytical Dimensions for cost centers / tags on postings.
5. Accounting → Assets & subsidiary ledgers (optional modules): Special Accounts, Capital Accounts, Investments and their setup screens.
6. Period close workflows also appear under Manage (Period close).

Related

• Chart of accounts
• Journals
• Periods
• Tax codes
• Exchange rates & FX
• Recurring documents
• Pending Queue
• Dimensions
• Subsidiary ledgers