Connected Britixo help topic

Accounting class help index

Every Britixo help article connected to class is collected here. Open a guide for the exact workflow, then follow linked terms and related guides across CRM features, Accounting & Bookkeeping and Appointments & Scheduling.

13 connected guidesLive-search indexedBritixo only

01Understand double-entry accounting in BritixoLearn how debits, credits, source records, ledger accounts and balanced journal lines work inside the module.Accounting & Bookkeeping 02Complete the Accounting setup checklistConfigure the module in a controlled order before converting live transactions or relying on reports.Accounting & Bookkeeping 03Chart of Accounts overviewUnderstand the ledger account list, account types, active status, balances and how accounts are used by mappings and reports.Accounting & Bookkeeping 04Create and edit a Chart of Accounts accountAdd a ledger account with the correct type, detail classification, number, name and opening information.Accounting & Bookkeeping 05Import a Chart of AccountsUse the module's spreadsheet sample and validation flow to create multiple ledger accounts without duplicates or malformed classifications.Accounting & Bookkeeping 06Activate, deactivate or delete an account safelyControl future use of a ledger account while protecting posted history and mapped workflows.Accounting & Bookkeeping 07Configure account type detailsMaintain the detailed classifications available beneath the module's main account types and control how accounts group in reports.Accounting & Bookkeeping 08Create and manage accounting classesAdd optional classes for segmenting transactions and reporting across departments, locations or other approved dimensions.Accounting & Bookkeeping 09Use account registersReview ledger activity by account, inspect balances and trace transactions back to their source records.Accounting & Bookkeeping 10Add or edit a manual register transactionRecord a controlled manual debit-and-credit transaction directly from the registers area when no supported source document exists.Accounting & Bookkeeping 11Filter and export account registersNarrow register activity by account and transaction attributes, then retain a controlled output for review or audit.Accounting & Bookkeeping 12Configure payroll and payslip mappingsMap supported payroll payslip components to wage, liability, tax and cash or payable accounts.Accounting & Bookkeeping 13Create and edit a journal entryRecord a balanced multi-line accounting adjustment with clear dates, accounts, references and supporting detail.Accounting & Bookkeeping