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Accounts

14 articles

Kinxso Accounts — full manual (PDF)Every chapter in one printable document, for setup and for handing to a new member of staff.

Generating profit & loss statement

Reading your P&L properly — and why profit is not the same as money in the bank.

Recording expenses and receipts

Entering what you spend, so your profit figure means something.

Setting up your chart of accounts

The list of categories your money moves between — set this up before you post anything.

Creating and sending invoices

Raising an invoice, what it posts to your ledger, and matching the payment when it arrives.

Payroll and salary slips

Running a pay period, approving it, and what it posts to your ledger.

Kinxso Accounts — 2. The chart of accounts

The list of categories your money moves between — set this up before anything else.

Kinxso Accounts — 3. Journal entries and approval

How to post by hand, why entries wait for approval, and what happens when you are the only user.

Kinxso Accounts — 1. Getting started

Create your organisation, understand the 14-day trial, and get your first user signed in.

Kinxso Accounts — 5. Sales and purchases

Quotes, invoices and receipts; purchase orders, bills and payments — and the ledger entries they write for you.

Kinxso Accounts — 9. Troubleshooting

The things people actually get stuck on, and what each one means.

Kinxso Accounts — 4. Opening balances

Telling the system what the business already owns and owes on the day you start.

Kinxso Accounts — 6. Banking and reconciliation

Matching your books to your bank statement — the check that proves everything else is right.

Kinxso Accounts — 7. Reports — and how to read them

What each report tells you, what it cannot tell you, and the checks that prove your books are sound.

Kinxso Accounts — 8. Closing a period and a year

Locking a month so it stops changing, and the checklist before you sign off a year.